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 | $140,347 | $58,627+139.4% | $76,735+82.9% | $82,448+70.2% |
| Participation rate | 72.4% | 63.2%+9.2pp | 69.5%+2.9pp | 68.1%+4.3pp |
| Annual return | 16.35% | 39.10%-22.8pp | 29.77%-13.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,000 | $1,729+15.7% | $2,454-18.5% | $2,551-21.6% |
| Participant deferral / active EE | $3,570 | $3,134+13.9% | $4,088-12.7% | $4,139-13.8% |
| Admin fee / account holder | $1,237 | $5,323-76.8% | $7,189-82.8% | $7,234-82.9% |