Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $121,750 | $106,524+14.3% | $152,301-20.1% | $87,485+39.2% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.4%+9.2pp | 68.9%+22.7pp |
| Annual return | 18.97% | 26.89%-7.9pp | 80.50%-61.5pp | 26.06%-7.1pp |
| Employer contribution / active EE | $3,279 | $3,371-2.7% | $4,624-29.1% | $2,596+26.3% |
| Participant deferral / active EE | $8,140 | $6,525+24.8% | $8,004+1.7% | $4,274+90.5% |
| Admin fee / account holder | $7,813 | $8,287-5.7% | $14,398-45.7% | $7,775+0.5% |