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 | $106,081 | $63,365+67.4% | $91,994+15.3% | $72,976+45.4% |
| Participation rate | 87.2% | 72.5%+14.7pp | 78.6%+8.6pp | 69.5%+17.7pp |
| Annual return | 23.74% | 35.35%-11.6pp | 69.04%-45.3pp | 81.02%-57.3pp |
| Employer contribution / active EE | $2,503 | $2,116+18.3% | $3,453-27.5% | $2,440+2.6% |
| Participant deferral / active EE | $6,973 | $4,883+42.8% | $5,924+17.7% | $3,608+93.3% |
| Admin fee / account holder | $1,380 | $4,670-70.4% | $7,744-82.2% | $5,124-73.1% |