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 | $95,453+27.0% | $112,040+8.2% | $82,448+47.1% |
| Participation rate | 86.4% | 72.8%+13.7pp | 76.5%+9.9pp | 68.1%+18.4pp |
| Annual return | 15.22% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,458 | $2,318+6.0% | $2,954-16.8% | $2,551-3.6% |
| Participant deferral / active EE | $4,771 | $4,224+13.0% | $5,098-6.4% | $4,139+15.3% |
| Admin fee / account holder | $4,539 | $9,013-49.6% | $12,098-62.5% | $7,234-37.3% |