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 | $116,062 | $81,504+42.4% | $102,437+13.3% | $80,959+43.4% |
| Participation rate | 82.4% | 66.9%+15.5pp | 74.5%+7.8pp | 67.7%+14.7pp |
| Annual return | 14.95% | 25.60%-10.6pp | 24.95%-10.0pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,267 | $3,104-27.0% | $3,871-41.4% | $2,757-17.8% |
| Participant deferral / active EE | $5,241 | $3,871+35.4% | $5,060+3.6% | $4,300+21.9% |
| Admin fee / account holder | $3,824 | $6,719-43.1% | $8,388-54.4% | $6,925-44.8% |