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 | $216,970 | $86,949+149.5% | $102,460+111.8% | $80,959+168.0% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 11.40% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,870 | $2,370-21.1% | $3,025-38.2% | $2,757-32.2% |
| Participant deferral / active EE | $5,885 | $4,121+42.8% | $5,056+16.4% | $4,300+36.8% |
| Admin fee / account holder | $1,842 | $8,048-77.1% | $9,460-80.5% | $6,925-73.4% |