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 | $113,575 | $69,977+62.3% | $108,582+4.6% | $62,881+80.6% |
| Participation rate | 84.4% | 72.9%+11.5pp | 79.6%+4.8pp | 69.3%+15.1pp |
| Annual return | 15.83% | 10.73%+5.1pp | -51.70%+67.5pp | 20.14%-4.3pp |
| Employer contribution / active EE | $1,742 | $2,135-18.4% | $3,758-53.7% | $2,281-23.6% |
| Participant deferral / active EE | $5,887 | $3,165+86.0% | $4,311+36.6% | $3,203+83.8% |
| Admin fee / account holder | $3,841 | $5,076-24.3% | $7,645-49.8% | $4,296-10.6% |