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 | $121,644 | $146,267-16.8% | $197,124-38.3% | $82,448+47.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 86.7%+5.0pp | 68.1%+23.6pp |
| Annual return | 22.03% | 29.61%-7.6pp | 44.34%-22.3pp | 41.64%-19.6pp |
| Employer contribution / active EE | $8,714 | $4,723+84.5% | $6,227+39.9% | $2,551+241.6% |
| Participant deferral / active EE | $4,225 | $7,035-39.9% | $9,135-53.7% | $4,139+2.1% |
| Admin fee / account holder | $2,969 | $14,422-79.4% | $16,298-81.8% | $7,234-59.0% |