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 | $128,846 | $100,194+28.6% | $122,979+4.8% | $86,983+48.1% |
| Participation rate | 81.0% | 73.0%+8.0pp | 77.2%+3.8pp | 69.5%+11.4pp |
| Annual return | 15.55% | 16.47%-0.9pp | 20.12%-4.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $3,153 | $2,326+35.6% | $3,062+3.0% | $2,584+22.0% |
| Participant deferral / active EE | $7,632 | $4,133+84.6% | $5,003+52.5% | $4,194+82.0% |
| Admin fee / account holder | $1,892 | $10,148-81.4% | $12,864-85.3% | $7,856-75.9% |