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 | $115,462 | $75,720+52.5% | $90,312+27.8% | $86,983+32.7% |
| Participation rate | 84.6% | 66.3%+18.3pp | 72.9%+11.7pp | 69.5%+15.1pp |
| Annual return | 16.26% | 18.55%-2.3pp | 18.90%-2.6pp | 25.83%-9.6pp |
| Employer contribution / active EE | $2,846 | $1,945+46.3% | $2,243+26.9% | $2,584+10.1% |
| Participant deferral / active EE | $5,010 | $3,001+67.0% | $3,749+33.6% | $4,194+19.5% |
| Admin fee / account holder | $1,492 | $6,201-75.9% | $8,248-81.9% | $7,856-81.0% |