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 | $137,373 | $70,486+94.9% | $100,535+36.6% | $79,856+72.0% |
| Participation rate | 89.2% | 73.6%+15.5pp | 79.4%+9.8pp | 69.6%+19.5pp |
| Annual return | 17.36% | 21.90%-4.5pp | 30.90%-13.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,003 | $2,165+38.7% | $3,419-12.2% | $2,471+21.5% |
| Participant deferral / active EE | $8,195 | $5,182+58.2% | $6,271+30.7% | $3,741+119.1% |
| Admin fee / account holder | $12,108 | $4,480+170.3% | $8,085+49.8% | $5,306+128.2% |