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 | $93,798 | $117,859-20.4% | $102,438-8.4% | $145,959-35.7% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 23.73% | 31.72%-8.0pp | 29.37%-5.6pp | 561.95%-538.2pp |
| Employer contribution / active EE | $2,220 | $3,615-38.6% | $3,024-26.6% | $4,661-52.4% |
| Participant deferral / active EE | $4,463 | $5,732-22.1% | $5,054-11.7% | $6,689-33.3% |
| Admin fee / account holder | $8,596 | $13,318-35.5% | $9,448-9.0% | $13,398-35.8% |