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 | $112,844 | $154,193-26.8% | $130,045-13.2% | $139,466-19.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 19.90% | 32.51%-12.6pp | -137.30%+157.2pp | 373.66%-353.8pp |
| Employer contribution / active EE | $2,816 | $5,292-46.8% | $4,321-34.8% | $4,754-40.8% |
| Participant deferral / active EE | $7,117 | $6,709+6.1% | $5,820+22.3% | $6,712+6.0% |
| Admin fee / account holder | $7,454 | $13,989-46.7% | $10,600-29.7% | $11,409-34.7% |