Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,112 | $138,385-23.3% | $184,243-42.4% | $80,925+31.1% |
| Participation rate | 85.1% | 83.9%+1.2pp | 86.8%-1.7pp | 67.7%+17.5pp |
| Annual return | 19.65% | 20.02%-0.4pp | 28.82%-9.2pp | 35.65%-16.0pp |
| Employer contribution / active EE | $5,167 | $4,851+6.5% | $6,427-19.6% | $2,756+87.5% |
| Participant deferral / active EE | $9,690 | $7,075+36.9% | $9,132+6.1% | $4,299+125.4% |
| Admin fee / account holder | $1,047 | $10,489-90.0% | $13,914-92.5% | $6,940-84.9% |