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 | $99,099 | $78,682+25.9% | $109,188-9.2% | $85,851+15.4% |
| Participation rate | 72.4% | 68.3%+4.1pp | 75.9%-3.5pp | 69.3%+3.1pp |
| Annual return | 17.04% | 25.09%-8.0pp | 25.76%-8.7pp | 318.63%-301.6pp |
| Employer contribution / active EE | $2,150 | $2,734-21.4% | $3,723-42.3% | $2,565-16.2% |
| Participant deferral / active EE | $5,793 | $3,468+67.1% | $4,654+24.5% | $3,952+46.6% |
| Admin fee / account holder | $365 | $5,470-93.3% | $6,755-94.6% | $6,261-94.2% |