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 | $114,162 | $72,273+58.0% | $101,275+12.7% | $79,856+43.0% |
| Participation rate | 80.6% | 68.5%+12.2pp | 75.8%+4.8pp | 69.6%+11.0pp |
| Annual return | 15.38% | 22.30%-6.9pp | 46.48%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,825 | $2,691-32.2% | $3,660-50.1% | $2,471-26.1% |
| Participant deferral / active EE | $3,268 | $3,282-0.4% | $4,371-25.2% | $3,741-12.6% |
| Admin fee / account holder | $3,288 | $4,401-25.3% | $5,948-44.7% | $5,306-38.0% |