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 | $112,085 | $97,648+14.8% | $121,663-7.9% | $87,485+28.1% |
| Participation rate | 95.9% | 70.5%+25.4pp | 74.5%+21.4pp | 68.9%+27.0pp |
| Annual return | 16.90% | 18.03%-1.1pp | 147.54%-130.6pp | 26.06%-9.2pp |
| Employer contribution / active EE | $2,678 | $2,300+16.4% | $3,020-11.3% | $2,596+3.1% |
| Participant deferral / active EE | $7,481 | $3,923+90.7% | $4,887+53.1% | $4,274+75.0% |
| Admin fee / account holder | $4,669 | $11,100-57.9% | $14,289-67.3% | $7,775-39.9% |