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 | $115,882 | $97,550+18.8% | $120,344-3.7% | $87,485+32.5% |
| Participation rate | 72.0% | 72.8%-0.9pp | 76.7%-4.8pp | 68.9%+3.0pp |
| Annual return | 17.92% | 18.41%-0.5pp | 20.30%-2.4pp | 26.06%-8.1pp |
| Employer contribution / active EE | $2,804 | $2,291+22.4% | $3,020-7.1% | $2,596+8.0% |
| Participant deferral / active EE | $5,010 | $4,230+18.5% | $5,135-2.4% | $4,274+17.2% |
| Admin fee / account holder | $7,259 | $9,543-23.9% | $12,742-43.0% | $7,775-6.6% |