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 | $138,389 | $89,515+54.6% | $103,065+34.3% | $80,959+70.9% |
| Participation rate | 97.3% | 76.0%+21.3pp | 80.6%+16.7pp | 67.7%+29.6pp |
| Annual return | 11.60% | 22.82%-11.2pp | 23.95%-12.4pp | 35.67%-24.1pp |
| Employer contribution / active EE | $5,791 | $4,015+44.2% | $4,675+23.9% | $2,757+110.0% |
| Participant deferral / active EE | $4,544 | $5,463-16.8% | $6,625-31.4% | $4,300+5.7% |
| Admin fee / account holder | $5,667 | $6,527-13.2% | $9,349-39.4% | $6,925-18.2% |