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 | $126,350 | $73,978+70.8% | $96,515+30.9% | $75,173+68.1% |
| Participation rate | 78.1% | 66.4%+11.7pp | 74.3%+3.8pp | 67.2%+10.9pp |
| Annual return | 15.43% | 26.72%-11.3pp | 35.73%-20.3pp | 160.72%-145.3pp |
| Employer contribution / active EE | $2,234 | $2,931-23.8% | $3,740-40.3% | $2,671-16.4% |
| Participant deferral / active EE | $3,637 | $3,660-0.6% | $4,880-25.5% | $4,126-11.9% |
| Admin fee / account holder | $7,273 | $5,219+39.4% | $6,735+8.0% | $5,651+28.7% |