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 | $102,133 | $54,541+87.3% | $78,778+29.6% | $70,126+45.6% |
| Participation rate | 83.9% | 60.8%+23.1pp | 69.2%+14.7pp | 69.5%+14.4pp |
| Annual return | 15.26% | 21.07%-5.8pp | 35.62%-20.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,598 | $1,089+46.8% | $1,986-19.5% | $2,343-31.8% |
| Participant deferral / active EE | $3,996 | $2,210+80.8% | $2,958+35.1% | $3,332+19.9% |
| Admin fee / account holder | $2,536 | $3,709-31.6% | $5,134-50.6% | $4,645-45.4% |