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 | $105,540 | $76,551+37.9% | $123,894-14.8% | $62,881+67.8% |
| Participation rate | 74.1% | 73.0%+1.1pp | 81.4%-7.3pp | 69.3%+4.8pp |
| Annual return | 9.11% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,631 | $2,882+26.0% | $4,617-21.4% | $2,281+59.2% |
| Participant deferral / active EE | $9,439 | $4,840+95.0% | $5,984+57.7% | $3,203+194.7% |
| Admin fee / account holder | $14,328 | $4,826+196.9% | $8,357+71.5% | $4,296+233.5% |