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 | $107,254 | $96,731+10.9% | $123,973-13.5% | $86,983+23.3% |
| Participation rate | 96.6% | 70.0%+26.5pp | 76.7%+19.9pp | 69.5%+27.0pp |
| Annual return | 14.31% | 17.33%-3.0pp | 388.13%-373.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $3,917 | $3,297+18.8% | $4,126-5.1% | $2,584+51.6% |
| Participant deferral / active EE | $4,358 | $4,152+5.0% | $5,247-16.9% | $4,194+3.9% |
| Admin fee / account holder | $12,666 | $8,722+45.2% | $11,799+7.3% | $7,856+61.2% |