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 | $133,257 | $99,345+34.1% | $84,753+57.2% | $273,972-51.4% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 8.88% | 22.93%-14.1pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $4,850 | $4,214+15.1% | $3,574+35.7% | $4,869-0.4% |
| Participant deferral / active EE | $3,128 | $4,270-26.7% | $3,712-15.7% | $5,287-40.8% |
| Admin fee / account holder | $13,283 | $6,645+99.9% | $5,333+149.1% | $10,133+31.1% |