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 | $141,527 | $86,949+62.8% | $102,460+38.1% | $80,959+74.8% |
| Participation rate | 89.2% | 72.4%+16.8pp | 76.5%+12.7pp | 67.7%+21.5pp |
| Annual return | 13.58% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,836 | $2,370+19.7% | $3,025-6.3% | $2,757+2.8% |
| Participant deferral / active EE | $3,765 | $4,121-8.6% | $5,056-25.5% | $4,300-12.4% |
| Admin fee / account holder | $961 | $8,048-88.1% | $9,460-89.8% | $6,925-86.1% |