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 | $116,618 | $54,541+113.8% | $78,778+48.0% | $70,126+66.3% |
| Participation rate | 95.1% | 60.8%+34.3pp | 69.2%+25.9pp | 69.5%+25.6pp |
| Annual return | 12.61% | 21.07%-8.5pp | 35.62%-23.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,596 | $1,089+46.6% | $1,986-19.6% | $2,343-31.9% |
| Participant deferral / active EE | $3,692 | $2,210+67.1% | $2,958+24.8% | $3,332+10.8% |
| Admin fee / account holder | $2,986 | $3,709-19.5% | $5,134-41.8% | $4,645-35.7% |