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 | $102,456 | $95,453+7.3% | $112,040-8.6% | $82,448+24.3% |
| Participation rate | 93.6% | 72.8%+20.8pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 12.58% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,373 | $2,318+2.4% | $2,954-19.7% | $2,551-7.0% |
| Participant deferral / active EE | $6,552 | $4,224+55.1% | $5,098+28.5% | $4,139+58.3% |
| Admin fee / account holder | $24,576 | $9,013+172.7% | $12,098+103.1% | $7,234+239.7% |