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 | $121,244 | $97,550+24.3% | $120,344+0.7% | $87,485+38.6% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.7%+9.7pp | 68.9%+17.5pp |
| Annual return | 15.22% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,458 | $2,291+7.3% | $3,020-18.6% | $2,596-5.3% |
| Participant deferral / active EE | $4,771 | $4,230+12.8% | $5,135-7.1% | $4,274+11.6% |
| Admin fee / account holder | $4,539 | $9,543-52.4% | $12,742-64.4% | $7,775-41.6% |