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 | $96,124 | $124,336-22.7% | $111,303-13.6% | $167,518-42.6% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 9.70% | 37.45%-27.7pp | 54.66%-45.0pp | 478.71%-469.0pp |
| Employer contribution / active EE | $2,955 | $3,436-14.0% | $2,731+8.2% | $4,838-38.9% |
| Participant deferral / active EE | $3,559 | $5,181-31.3% | $4,487-20.7% | $6,342-43.9% |
| Admin fee / account holder | $4,132 | $10,623-61.1% | $7,966-48.1% | $12,312-66.4% |