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 | $118,980 | $86,919+36.9% | $102,457+16.1% | $80,911+47.1% |
| Participation rate | 72.3% | 72.4%-0.1pp | 76.5%-4.2pp | 67.6%+4.7pp |
| Annual return | 13.50% | 18.90%-5.4pp | 29.41%-15.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $3,566 | $2,368+50.6% | $3,022+18.0% | $2,756+29.4% |
| Participant deferral / active EE | $5,431 | $4,119+31.9% | $5,054+7.5% | $4,297+26.4% |
| Admin fee / account holder | $37,432 | $8,049+365.0% | $9,451+296.0% | $6,935+439.8% |