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 | $128,753 | $67,602+90.5% | $82,312+56.4% | $70,126+83.6% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 12.66% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $859 | $1,755-51.1% | $2,428-64.6% | $2,343-63.4% |
| Participant deferral / active EE | $4,022 | $2,987+34.6% | $3,706+8.5% | $3,332+20.7% |
| Admin fee / account holder | $2,909 | $4,512-35.5% | $5,608-48.1% | $4,645-37.4% |