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 | $128,114 | $106,749+20.0% | $145,433-11.9% | $82,448+55.4% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 14.64% | 27.59%-13.0pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,546 | $3,444-55.1% | $4,554-66.1% | $2,551-39.4% |
| Participant deferral / active EE | $4,188 | $6,519-35.7% | $7,897-47.0% | $4,139+1.2% |
| Admin fee / account holder | $1,033 | $8,390-87.7% | $13,129-92.1% | $7,234-85.7% |