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 | $114,574 | $97,550+17.5% | $120,344-4.8% | $87,485+31.0% |
| Participation rate | 82.6% | 72.8%+9.8pp | 76.7%+5.9pp | 68.9%+13.7pp |
| Annual return | 20.99% | 18.41%+2.6pp | 20.30%+0.7pp | 26.06%-5.1pp |
| Employer contribution / active EE | $4,845 | $2,291+111.5% | $3,020+60.4% | $2,596+86.6% |
| Participant deferral / active EE | $6,684 | $4,230+58.0% | $5,135+30.2% | $4,274+56.4% |
| Admin fee / account holder | $5,739 | $9,543-39.9% | $12,742-55.0% | $7,775-26.2% |