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 | $122,506 | $67,602+81.2% | $82,312+48.8% | $70,126+74.7% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 15.93% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,763 | $1,755+0.4% | $2,428-27.4% | $2,343-24.8% |
| Participant deferral / active EE | $4,507 | $2,987+50.9% | $3,706+21.6% | $3,332+35.3% |
| Admin fee / account holder | $4,284 | $4,512-5.1% | $5,608-23.6% | $4,645-7.8% |