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 | $132,604 | $88,707+49.5% | $74,184+78.8% | $273,972-51.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 3.43% | 11.94%-8.5pp | 17.74%-14.3pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,683 | $3,159-46.7% | $2,370-29.0% | $4,869-65.4% |
| Participant deferral / active EE | $7,328 | $4,212+74.0% | $3,550+106.4% | $5,287+38.6% |
| Admin fee / account holder | $16,621 | $8,717+90.7% | $5,586+197.6% | $10,133+64.0% |