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 | $124,402 | $123,793+0.5% | $177,848-30.1% | $79,856+55.8% |
| Participation rate | 86.8% | 84.7%+2.2pp | 87.7%-0.9pp | 69.6%+17.2pp |
| Annual return | 13.88% | 22.82%-8.9pp | 48.33%-34.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,066 | $4,095-25.1% | $5,919-48.2% | $2,471+24.0% |
| Participant deferral / active EE | $7,277 | $5,956+22.2% | $7,714-5.7% | $3,741+94.5% |
| Admin fee / account holder | $1,205 | $7,243-83.4% | $12,431-90.3% | $5,306-77.3% |