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 | $114,528 | $60,442+89.5% | $96,754+18.4% | $87,485+30.9% |
| Participation rate | 70.2% | 58.7%+11.5pp | 70.3%-0.1pp | 68.9%+1.2pp |
| Annual return | 15.32% | 21.97%-6.6pp | 82.04%-66.7pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,783 | $1,691+5.5% | $2,679-33.4% | $2,596-31.3% |
| Participant deferral / active EE | $4,249 | $3,280+29.5% | $4,758-10.7% | $4,274-0.6% |
| Admin fee / account holder | $2,385 | $5,069-53.0% | $8,905-73.2% | $7,775-69.3% |