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 | $116,751 | $78,197+49.3% | $98,090+19.0% | $82,637+41.3% |
| Participation rate | 97.7% | 77.5%+20.3pp | 81.5%+16.2pp | 68.1%+29.7pp |
| Annual return | 17.69% | 40.25%-22.6pp | 37.05%-19.4pp | 53.51%-35.8pp |
| Employer contribution / active EE | $6,162 | $2,605+136.6% | $3,606+70.9% | $2,552+141.5% |
| Participant deferral / active EE | $7,082 | $6,636+6.7% | $7,845-9.7% | $4,126+71.6% |
| Admin fee / account holder | $7,706 | $14,832-48.0% | $11,815-34.8% | $7,339+5.0% |