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 | $131,002 | $87,106+50.4% | $105,607+24.0% | $80,935+61.9% |
| Participation rate | 96.6% | 70.4%+26.1pp | 75.3%+21.3pp | 67.7%+28.9pp |
| Annual return | 19.72% | 17.01%+2.7pp | 116.11%-96.4pp | 35.66%-15.9pp |
| Employer contribution / active EE | $4,172 | $2,396+74.1% | $3,167+31.7% | $2,757+51.3% |
| Participant deferral / active EE | $6,742 | $3,986+69.1% | $5,011+34.5% | $4,299+56.8% |
| Admin fee / account holder | $14,173 | $8,447+67.8% | $10,958+29.3% | $6,924+104.7% |