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 | $131,421 | $78,027+68.4% | $178,528-26.4% | $80,925+62.4% |
| Participation rate | 87.9% | 65.7%+22.2pp | 77.1%+10.8pp | 67.7%+20.2pp |
| Annual return | 16.21% | 18.09%-1.9pp | 27.11%-10.9pp | 35.65%-19.4pp |
| Employer contribution / active EE | $2,803 | $2,281+22.9% | $3,950-29.0% | $2,756+1.7% |
| Participant deferral / active EE | $4,588 | $4,408+4.1% | $6,278-26.9% | $4,299+6.7% |
| Admin fee / account holder | $5,026 | $7,168-29.9% | $10,419-51.8% | $6,940-27.6% |