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 | $106,540 | $228,352-53.3% | $185,835-42.7% | $158,966-33.0% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 16.95% | 40.81%-23.9pp | 35.96%-19.0pp | 302.95%-286.0pp |
| Employer contribution / active EE | $3,094 | $4,967-37.7% | $4,087-24.3% | $4,762-35.0% |
| Participant deferral / active EE | $8,798 | $6,416+37.1% | $5,633+56.2% | $5,983+47.0% |
| Admin fee / account holder | $3,898 | $11,867-67.2% | $9,502-59.0% | $11,250-65.4% |