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 | $136,673 | $81,331+68.0% | $155,534-12.1% | $80,935+68.9% |
| Participation rate | 70.5% | 66.3%+4.2pp | 78.2%-7.8pp | 67.7%+2.8pp |
| Annual return | 14.60% | 33.37%-18.8pp | 64.92%-50.3pp | 35.66%-21.1pp |
| Employer contribution / active EE | $4,498 | $3,105+44.9% | $4,675-3.8% | $2,757+63.2% |
| Participant deferral / active EE | $2,124 | $3,454-38.5% | $5,630-62.3% | $4,299-50.6% |
| Admin fee / account holder | $1,024 | $7,999-87.2% | $15,900-93.6% | $6,924-85.2% |