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 | $138,946 | $106,749+30.2% | $145,433-4.5% | $82,448+68.5% |
| Participation rate | 70.6% | 75.6%-5.1pp | 82.1%-11.5pp | 68.1%+2.5pp |
| Annual return | 15.85% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,682 | $3,444-51.2% | $4,554-63.1% | $2,551-34.1% |
| Participant deferral / active EE | $8,591 | $6,519+31.8% | $7,897+8.8% | $4,139+107.5% |
| Admin fee / account holder | $5,552 | $8,390-33.8% | $13,129-57.7% | $7,234-23.3% |