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 | $129,621 | $95,453+35.8% | $112,040+15.7% | $82,448+57.2% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.5%+21.1pp | 68.1%+29.5pp |
| Annual return | 19.38% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,656 | $2,318+57.8% | $2,954+23.8% | $2,551+43.3% |
| Participant deferral / active EE | $9,488 | $4,224+124.6% | $5,098+86.1% | $4,139+129.2% |
| Admin fee / account holder | $30,846 | $9,013+242.2% | $12,098+155.0% | $7,234+326.4% |