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 | $127,603 | $83,485+52.8% | $125,192+1.9% | $72,975+74.9% |
| Participation rate | 78.8% | 73.3%+5.4pp | 79.8%-1.0pp | 69.5%+9.3pp |
| Annual return | 24.63% | 25.77%-1.1pp | 43.79%-19.2pp | 81.01%-56.4pp |
| Employer contribution / active EE | $1,612 | $2,346-31.3% | $3,866-58.3% | $2,440-33.9% |
| Participant deferral / active EE | $3,593 | $3,586+0.2% | $4,937-27.2% | $3,608-0.4% |
| Admin fee / account holder | $4,516 | $5,518-18.2% | $9,704-53.5% | $5,124-11.9% |