Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $97,065 | $97,550-0.5% | $120,344-19.3% | $87,485+11.0% |
| Participation rate | 78.7% | 72.8%+5.9pp | 76.7%+2.0pp | 68.9%+9.8pp |
| Annual return | 15.59% | 18.41%-2.8pp | 20.30%-4.7pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,520 | $2,291-33.6% | $3,020-49.7% | $2,596-41.4% |
| Participant deferral / active EE | $4,513 | $4,230+6.7% | $5,135-12.1% | $4,274+5.6% |
| Admin fee / account holder | $24,877 | $9,543+160.7% | $12,742+95.2% | $7,775+220.0% |