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 | $121,928 | $81,446+49.7% | $103,374+17.9% | $80,874+50.8% |
| Participation rate | 87.8% | 66.9%+20.9pp | 74.5%+13.3pp | 67.6%+20.1pp |
| Annual return | 14.24% | 25.57%-11.3pp | 24.89%-10.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,495 | $3,107-19.7% | $3,869-35.5% | $2,756-9.5% |
| Participant deferral / active EE | $7,576 | $3,870+95.8% | $5,058+49.8% | $4,297+76.3% |
| Admin fee / account holder | $6,840 | $6,715+1.9% | $8,394-18.5% | $6,935-1.4% |