Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $106,880 | $124,425-14.1% | $112,040-4.6% | $137,256-22.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 19.26% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,026 | $3,411+18.0% | $2,954+36.3% | $4,156-3.1% |
| Participant deferral / active EE | $5,393 | $5,718-5.7% | $5,098+5.8% | $6,407-15.8% |
| Admin fee / account holder | $1,170 | $15,207-92.3% | $12,098-90.3% | $12,270-90.5% |