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 | $111,600 | $117,895-5.3% | $102,460+8.9% | $145,897-23.5% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.6pp |
| Annual return | 9.96% | 31.92%-22.0pp | 29.47%-19.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,692 | $3,619-53.2% | $3,025-44.1% | $4,663-63.7% |
| Participant deferral / active EE | $4,606 | $5,736-19.7% | $5,056-8.9% | $6,689-31.1% |
| Admin fee / account holder | $8,261 | $13,353-38.1% | $9,460-12.7% | $13,390-38.3% |