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 | $123,780 | $138,386-10.6% | $184,260-32.8% | $80,935+52.9% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.7%+26.1pp |
| Annual return | 14.76% | 20.02%-5.3pp | 28.84%-14.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $3,560 | $4,851-26.6% | $6,427-44.6% | $2,757+29.1% |
| Participant deferral / active EE | $8,507 | $7,076+20.2% | $9,133-6.9% | $4,299+97.9% |
| Admin fee / account holder | $36,766 | $10,489+250.5% | $13,898+164.5% | $6,924+431.0% |