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 | $139,087 | $81,446+70.8% | $103,374+34.5% | $80,874+72.0% |
| Participation rate | 85.7% | 66.9%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 12.31% | 25.57%-13.3pp | 24.89%-12.6pp | 35.62%-23.3pp |
| Employer contribution / active EE | $21,510 | $3,107+592.3% | $3,869+455.9% | $2,756+680.6% |
| Participant deferral / active EE | $3,321 | $3,870-14.2% | $5,058-34.3% | $4,297-22.7% |
| Admin fee / account holder | $5,144 | $6,715-23.4% | $8,394-38.7% | $6,935-25.8% |