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 | $103,887 | $101,778+2.1% | $164,975-37.0% | $80,925+28.4% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.7%+23.3pp |
| Annual return | 14.83% | 16.73%-1.9pp | 70.12%-55.3pp | 35.65%-20.8pp |
| Employer contribution / active EE | $12,407 | $2,954+320.0% | $4,343+185.7% | $2,756+350.1% |
| Participant deferral / active EE | $11,651 | $4,477+160.3% | $6,033+93.1% | $4,299+171.0% |
| Admin fee / account holder | $18,915 | $8,221+130.1% | $12,688+49.1% | $6,940+172.5% |