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 | $103,763 | $77,896+33.2% | $134,172-22.7% | $82,448+25.9% |
| Participation rate | 81.0% | 62.8%+18.2pp | 72.5%+8.6pp | 68.1%+13.0pp |
| Annual return | 15.64% | 18.21%-2.6pp | 25.30%-9.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,607 | $2,159+20.7% | $3,420-23.8% | $2,551+2.2% |
| Participant deferral / active EE | $5,611 | $3,162+77.5% | $4,690+19.6% | $4,139+35.6% |
| Admin fee / account holder | $11,758 | $6,336+85.6% | $12,016-2.1% | $7,234+62.5% |