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 | $103,199 | $106,864-3.4% | $147,318-29.9% | $82,637+24.9% |
| Participation rate | 93.0% | 75.5%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 17.15% | 27.49%-10.3pp | 70.43%-53.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $7,646 | $3,417+123.8% | $4,593+66.5% | $2,552+199.6% |
| Participant deferral / active EE | $6,280 | $6,496-3.3% | $7,906-20.6% | $4,126+52.2% |
| Admin fee / account holder | $2,267 | $8,415-73.1% | $13,708-83.5% | $7,339-69.1% |