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 | $137,779 | $97,550+41.2% | $120,344+14.5% | $87,485+57.5% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.7%+10.4pp | 68.9%+18.2pp |
| Annual return | 12.68% | 18.41%-5.7pp | 20.30%-7.6pp | 26.06%-13.4pp |
| Employer contribution / active EE | $2,427 | $2,291+5.9% | $3,020-19.7% | $2,596-6.5% |
| Participant deferral / active EE | $5,991 | $4,230+41.6% | $5,135+16.7% | $4,274+40.2% |
| Admin fee / account holder | $51,523 | $9,543+439.9% | $12,742+304.4% | $7,775+562.7% |