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 | $134,741 | $184,014-26.8% | $161,149-16.4% | $138,895-3.0% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.8%+12.5pp | 79.9%+11.4pp |
| Annual return | 15.40% | 21.52%-6.1pp | 21.16%-5.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,172 | $5,055-57.0% | $4,360-50.2% | $4,194-48.2% |
| Participant deferral / active EE | $4,402 | $6,909-36.3% | $6,153-28.5% | $6,396-31.2% |
| Admin fee / account holder | $3,669 | $18,027-79.6% | $15,194-75.9% | $12,562-70.8% |