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 | $121,760 | $97,550+24.8% | $120,344+1.2% | $87,485+39.2% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.7%+7.7pp | 68.9%+15.5pp |
| Annual return | 11.91% | 18.41%-6.5pp | 20.30%-8.4pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,693 | $2,291-26.1% | $3,020-43.9% | $2,596-34.8% |
| Participant deferral / active EE | $4,859 | $4,230+14.9% | $5,135-5.4% | $4,274+13.7% |
| Admin fee / account holder | $13,403 | $9,543+40.5% | $12,742+5.2% | $7,775+72.4% |