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 | $131,342 | $143,969-8.8% | $199,883-34.3% | $82,637+58.9% |
| Participation rate | 89.7% | 84.1%+5.5pp | 86.8%+2.9pp | 68.1%+21.6pp |
| Annual return | 19.76% | 25.67%-5.9pp | 43.81%-24.1pp | 53.51%-33.8pp |
| Employer contribution / active EE | $3,427 | $4,632-26.0% | $6,261-45.3% | $2,552+34.3% |
| Participant deferral / active EE | $8,566 | $6,937+23.5% | $9,138-6.3% | $4,126+107.6% |
| Admin fee / account holder | $1,781 | $14,597-87.8% | $17,268-89.7% | $7,339-75.7% |