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 | $199,830 | $97,550+104.8% | $120,344+66.0% | $87,485+128.4% |
| Participation rate | 74.4% | 72.8%+1.5pp | 76.7%-2.4pp | 68.9%+5.4pp |
| Annual return | 17.84% | 18.41%-0.6pp | 20.30%-2.5pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,089 | $2,291-8.8% | $3,020-30.8% | $2,596-19.5% |
| Participant deferral / active EE | $4,133 | $4,230-2.3% | $5,135-19.5% | $4,274-3.3% |
| Admin fee / account holder | $2,718 | $9,543-71.5% | $12,742-78.7% | $7,775-65.0% |