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 | $105,144 | $67,602+55.5% | $82,312+27.7% | $70,126+49.9% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.3pp |
| Annual return | 14.45% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,954 | $1,755+11.3% | $2,428-19.5% | $2,343-16.6% |
| Participant deferral / active EE | $3,602 | $2,987+20.6% | $3,706-2.8% | $3,332+8.1% |
| Admin fee / account holder | $948 | $4,512-79.0% | $5,608-83.1% | $4,645-79.6% |