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 | $132,193 | $114,712+15.2% | $173,730-23.9% | $87,485+51.1% |
| Participation rate | 92.0% | 73.0%+19.0pp | 79.6%+12.4pp | 68.9%+23.1pp |
| Annual return | 13.62% | 20.18%-6.6pp | 19.96%-6.3pp | 26.06%-12.4pp |
| Employer contribution / active EE | $896 | $2,904-69.1% | $4,577-80.4% | $2,596-65.5% |
| Participant deferral / active EE | $4,773 | $4,642+2.8% | $6,326-24.5% | $4,274+11.7% |
| Admin fee / account holder | $961 | $10,210-90.6% | $17,523-94.5% | $7,775-87.6% |