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 | $100,281 | $99,875+0.4% | $146,866-31.7% | $86,983+15.3% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 14.88% | 28.10%-13.2pp | 102.85%-88.0pp | 25.83%-11.0pp |
| Employer contribution / active EE | $2,287 | $3,224-29.1% | $4,425-48.3% | $2,584-11.5% |
| Participant deferral / active EE | $3,174 | $6,322-49.8% | $7,759-59.1% | $4,194-24.3% |
| Admin fee / account holder | $3,370 | $7,838-57.0% | $13,620-75.3% | $7,856-57.1% |