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 | $108,820 | $104,098+4.5% | $140,514-22.6% | $94,015+15.7% |
| Participation rate | 72.0% | 73.7%-1.7pp | 77.8%-5.8pp | 70.8%+1.2pp |
| Annual return | 13.66% | 15.14%-1.5pp | 14.36%-0.7pp | 17.84%-4.2pp |
| Employer contribution / active EE | $1,625 | $2,388-32.0% | $3,378-51.9% | $2,790-41.8% |
| Participant deferral / active EE | $5,293 | $4,033+31.2% | $4,919+7.6% | $4,249+24.6% |
| Admin fee / account holder | $2,226 | $10,439-78.7% | $13,697-83.7% | $8,951-75.1% |