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 | $132,561 | $86,938+52.5% | $102,423+29.4% | $80,925+63.8% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.7%+23.3pp |
| Annual return | 10.44% | 18.89%-8.4pp | 29.42%-19.0pp | 35.65%-25.2pp |
| Employer contribution / active EE | $2,186 | $2,369-7.8% | $3,023-27.7% | $2,756-20.7% |
| Participant deferral / active EE | $4,625 | $4,120+12.2% | $5,054-8.5% | $4,299+7.6% |
| Admin fee / account holder | $6,814 | $8,053-15.4% | $9,455-27.9% | $6,940-1.8% |