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 | $130,102 | $86,949+49.6% | $102,460+27.0% | $80,959+60.7% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.7%+22.3pp |
| Annual return | 15.60% | 18.89%-3.3pp | 29.47%-13.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,335 | $2,370-43.7% | $3,025-55.9% | $2,757-51.6% |
| Participant deferral / active EE | $5,285 | $4,121+28.3% | $5,056+4.5% | $4,300+22.9% |
| Admin fee / account holder | $8,628 | $8,048+7.2% | $9,460-8.8% | $6,925+24.6% |