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 | $107,870 | $94,031+14.7% | $115,768-6.8% | $82,448+30.8% |
| Participation rate | 89.9% | 70.4%+19.4pp | 74.4%+15.5pp | 68.1%+21.8pp |
| Annual return | 24.86% | 20.61%+4.3pp | 100.46%-75.6pp | 41.64%-16.8pp |
| Employer contribution / active EE | $3,752 | $2,323+61.5% | $2,940+27.6% | $2,551+47.1% |
| Participant deferral / active EE | $8,128 | $3,972+104.6% | $4,917+65.3% | $4,139+96.4% |
| Admin fee / account holder | $6,427 | $10,249-37.3% | $12,439-48.3% | $7,234-11.2% |