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 | $112,121 | $97,550+14.9% | $120,344-6.8% | $87,485+28.2% |
| Participation rate | 95.4% | 72.8%+22.6pp | 76.7%+18.7pp | 68.9%+26.5pp |
| Annual return | 15.57% | 18.41%-2.8pp | 20.30%-4.7pp | 26.06%-10.5pp |
| Employer contribution / active EE | $926 | $2,291-59.6% | $3,020-69.4% | $2,596-64.3% |
| Participant deferral / active EE | $6,271 | $4,230+48.3% | $5,135+22.1% | $4,274+46.7% |
| Admin fee / account holder | $9,333 | $9,543-2.2% | $12,742-26.7% | $7,775+20.0% |