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 | $111,797 | $88,707+26.0% | $74,184+50.7% | $273,972-59.2% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 7.51% | 11.94%-4.4pp | 17.74%-10.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $4,070 | $3,159+28.8% | $2,370+71.7% | $4,869-16.4% |
| Participant deferral / active EE | $3,659 | $4,212-13.1% | $3,550+3.1% | $5,287-30.8% |
| Admin fee / account holder | $1,053 | $8,717-87.9% | $5,586-81.2% | $10,133-89.6% |