Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $118,517 | $97,550+21.5% | $120,344-1.5% | $87,485+35.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.27% | 18.41%-2.1pp | 20.30%-4.0pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,883 | $2,291+69.5% | $3,020+28.6% | $2,596+49.6% |
| Participant deferral / active EE | $8,618 | $4,230+103.7% | $5,135+67.8% | $4,274+101.7% |
| Admin fee / account holder | $2,337 | $9,543-75.5% | $12,742-81.7% | $7,775-69.9% |