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 | $183,912 | $97,550+88.5% | $120,344+52.8% | $87,485+110.2% |
| Participation rate | 86.8% | 72.8%+14.0pp | 76.7%+10.1pp | 68.9%+17.9pp |
| Annual return | 14.30% | 18.41%-4.1pp | 20.30%-6.0pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,584 | $2,291-30.8% | $3,020-47.5% | $2,596-39.0% |
| Participant deferral / active EE | $5,397 | $4,230+27.6% | $5,135+5.1% | $4,274+26.3% |
| Admin fee / account holder | $11,822 | $9,543+23.9% | $12,742-7.2% | $7,775+52.0% |