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 | $111,187 | $71,197+56.2% | $93,669+18.7% | $80,925+37.4% |
| Participation rate | 92.6% | 60.4%+32.2pp | 68.7%+23.9pp | 67.7%+24.9pp |
| Annual return | 12.58% | 11.27%+1.3pp | 133.59%-121.0pp | 35.65%-23.1pp |
| Employer contribution / active EE | $9,402 | $1,565+500.9% | $2,424+287.9% | $2,756+241.1% |
| Participant deferral / active EE | $7,792 | $4,036+93.1% | $4,416+76.5% | $4,299+81.3% |
| Admin fee / account holder | $1,775 | $6,959-74.5% | $8,291-78.6% | $6,940-74.4% |