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 | $131,690 | $86,949+51.5% | $102,460+28.5% | $80,959+62.7% |
| Participation rate | 74.5% | 72.4%+2.1pp | 76.5%-2.0pp | 67.7%+6.8pp |
| Annual return | 12.58% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $5,505 | $2,370+132.3% | $3,025+82.0% | $2,757+99.7% |
| Participant deferral / active EE | $7,557 | $4,121+83.4% | $5,056+49.5% | $4,300+75.7% |
| Admin fee / account holder | $5,199 | $8,048-35.4% | $9,460-45.0% | $6,925-24.9% |