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 | $104,375 | $86,949+20.0% | $102,460+1.9% | $80,959+28.9% |
| Participation rate | 84.7% | 72.4%+12.4pp | 76.5%+8.2pp | 67.7%+17.1pp |
| Annual return | 14.58% | 18.89%-4.3pp | 29.47%-14.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $3,768 | $2,370+59.0% | $3,025+24.5% | $2,757+36.6% |
| Participant deferral / active EE | $6,766 | $4,121+64.2% | $5,056+33.8% | $4,300+57.3% |
| Admin fee / account holder | $2,410 | $8,048-70.1% | $9,460-74.5% | $6,925-65.2% |