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 | $101,543 | $69,273+46.6% | $90,796+11.8% | $82,637+22.9% |
| Participation rate | 86.7% | 64.0%+22.6pp | 69.5%+17.2pp | 68.1%+18.6pp |
| Annual return | 15.97% | 18.37%-2.4pp | 19.29%-3.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $3,336 | $1,865+78.8% | $2,294+45.4% | $2,552+30.7% |
| Participant deferral / active EE | $1,258 | $3,047-58.7% | $3,822-67.1% | $4,126-69.5% |
| Admin fee / account holder | $3,003 | $5,511-45.5% | $7,024-57.3% | $7,339-59.1% |