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 | $100,194+99.4% | $122,979+62.5% | $86,983+129.7% |
| Participation rate | 74.4% | 73.0%+1.4pp | 77.2%-2.8pp | 69.5%+4.8pp |
| Annual return | 17.84% | 16.47%+1.4pp | 20.12%-2.3pp | 25.83%-8.0pp |
| Employer contribution / active EE | $2,089 | $2,326-10.2% | $3,062-31.8% | $2,584-19.2% |
| Participant deferral / active EE | $4,133 | $4,1330% | $5,003-17.4% | $4,194-1.4% |
| Admin fee / account holder | $2,718 | $10,148-73.2% | $12,864-78.9% | $7,856-65.4% |