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 | $100,656 | $146,267-31.2% | $197,124-48.9% | $82,448+22.1% |
| Participation rate | 82.2% | 84.0%-1.8pp | 86.7%-4.5pp | 68.1%+14.1pp |
| Annual return | 15.50% | 29.61%-14.1pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $5,054 | $4,723+7.0% | $6,227-18.8% | $2,551+98.1% |
| Participant deferral / active EE | $4,622 | $7,035-34.3% | $9,135-49.4% | $4,139+11.7% |
| Admin fee / account holder | $3,197 | $14,422-77.8% | $16,298-80.4% | $7,234-55.8% |