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 | $122,251 | $72,486+68.7% | $87,103+40.4% | $72,976+67.5% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 18.08% | 24.46%-6.4pp | 28.19%-10.1pp | 81.02%-62.9pp |
| Employer contribution / active EE | $3,736 | $1,894+97.3% | $2,521+48.2% | $2,440+53.1% |
| Participant deferral / active EE | $6,371 | $3,270+94.9% | $4,049+57.4% | $3,608+76.6% |
| Admin fee / account holder | $15,761 | $5,055+211.8% | $7,491+110.4% | $5,124+207.6% |