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 | $139,587 | $101,778+37.1% | $164,975-15.4% | $80,925+72.5% |
| Participation rate | 97.9% | 71.8%+26.0pp | 78.6%+19.3pp | 67.7%+30.2pp |
| Annual return | 14.79% | 16.73%-1.9pp | 70.12%-55.3pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,682 | $2,954-9.2% | $4,343-38.2% | $2,756-2.7% |
| Participant deferral / active EE | $4,590 | $4,477+2.5% | $6,033-23.9% | $4,299+6.8% |
| Admin fee / account holder | $9,342 | $8,221+13.6% | $12,688-26.4% | $6,940+34.6% |