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 | $99,861 | $86,919+14.9% | $102,457-2.5% | $80,911+23.4% |
| Participation rate | 94.7% | 72.4%+22.4pp | 76.5%+18.2pp | 67.6%+27.1pp |
| Annual return | 12.39% | 18.90%-6.5pp | 29.41%-17.0pp | 35.63%-23.2pp |
| Employer contribution / active EE | $3,870 | $2,368+63.4% | $3,022+28.1% | $2,756+40.4% |
| Participant deferral / active EE | $6,532 | $4,119+58.6% | $5,054+29.2% | $4,297+52.0% |
| Admin fee / account holder | $634 | $8,049-92.1% | $9,451-93.3% | $6,935-90.9% |