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 | $116,988 | $106,524+9.8% | $152,301-23.2% | $87,485+33.7% |
| Participation rate | 94.1% | 75.8%+18.4pp | 82.4%+11.7pp | 68.9%+25.2pp |
| Annual return | 15.06% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $3,748 | $3,371+11.2% | $4,624-18.9% | $2,596+44.4% |
| Participant deferral / active EE | $7,237 | $6,525+10.9% | $8,004-9.6% | $4,274+69.3% |
| Admin fee / account holder | $12,333 | $8,287+48.8% | $14,398-14.3% | $7,775+58.6% |