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 | $125,200 | $86,938+44.0% | $102,423+22.2% | $80,925+54.7% |
| Participation rate | 94.3% | 72.4%+21.9pp | 76.5%+17.8pp | 67.7%+26.6pp |
| Annual return | 11.93% | 18.89%-7.0pp | 29.42%-17.5pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,527 | $2,369+6.7% | $3,023-16.4% | $2,756-8.3% |
| Participant deferral / active EE | $3,184 | $4,120-22.7% | $5,054-37.0% | $4,299-25.9% |
| Admin fee / account holder | $12,608 | $8,053+56.6% | $9,455+33.4% | $6,940+81.7% |