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 | $136,094 | $95,453+42.6% | $112,040+21.5% | $82,448+65.1% |
| Participation rate | 71.9% | 72.8%-0.9pp | 76.5%-4.6pp | 68.1%+3.8pp |
| Annual return | 17.30% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,731 | $2,318-25.3% | $2,954-41.4% | $2,551-32.2% |
| Participant deferral / active EE | $2,555 | $4,224-39.5% | $5,098-49.9% | $4,139-38.3% |
| Admin fee / account holder | $2,768 | $9,013-69.3% | $12,098-77.1% | $7,234-61.7% |