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 | $106,112 | $57,541+84.4% | $95,740+10.8% | $75,173+41.2% |
| Participation rate | 74.4% | 62.5%+11.8pp | 72.3%+2.1pp | 67.2%+7.2pp |
| Annual return | 23.16% | 34.93%-11.8pp | 28.41%-5.3pp | 160.72%-137.6pp |
| Employer contribution / active EE | $909 | $1,808-49.7% | $2,836-68.0% | $2,671-66.0% |
| Participant deferral / active EE | $4,998 | $3,074+62.6% | $4,244+17.8% | $4,126+21.1% |
| Admin fee / account holder | $4,699 | $4,099+14.7% | $5,676-17.2% | $5,651-16.8% |