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 | $117,664 | $97,550+20.6% | $120,344-2.2% | $87,485+34.5% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.7%+16.4pp | 68.9%+24.2pp |
| Annual return | 12.58% | 18.41%-5.8pp | 20.30%-7.7pp | 26.06%-13.5pp |
| Employer contribution / active EE | $2,394 | $2,291+4.5% | $3,020-20.7% | $2,596-7.8% |
| Participant deferral / active EE | $6,377 | $4,230+50.8% | $5,135+24.2% | $4,274+49.2% |
| Admin fee / account holder | $13,589 | $9,543+42.4% | $12,742+6.6% | $7,775+74.8% |