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 | $100,204 | $67,602+48.2% | $82,312+21.7% | $70,126+42.9% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.5pp |
| Annual return | 13.88% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $3,286 | $1,755+87.2% | $2,428+35.3% | $2,343+40.3% |
| Participant deferral / active EE | $4,521 | $2,987+51.3% | $3,706+22.0% | $3,332+35.7% |
| Admin fee / account holder | $1,673 | $4,512-62.9% | $5,608-70.2% | $4,645-64.0% |