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 | $121,413 | $101,778+19.3% | $164,975-26.4% | $80,925+50.0% |
| Participation rate | 77.6% | 71.8%+5.7pp | 78.6%-1.1pp | 67.7%+9.9pp |
| Annual return | 13.67% | 16.73%-3.1pp | 70.12%-56.5pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,943 | $2,954-34.2% | $4,343-55.3% | $2,756-29.5% |
| Participant deferral / active EE | $3,576 | $4,477-20.1% | $6,033-40.7% | $4,299-16.8% |
| Admin fee / account holder | $1,840 | $8,221-77.6% | $12,688-85.5% | $6,940-73.5% |