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 | $126,926 | $97,550+30.1% | $120,344+5.5% | $87,485+45.1% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.7%+4.8pp | 68.9%+12.6pp |
| Annual return | 23.30% | 18.41%+4.9pp | 20.30%+3.0pp | 26.06%-2.8pp |
| Employer contribution / active EE | $5,639 | $2,291+146.2% | $3,020+86.7% | $2,596+117.2% |
| Participant deferral / active EE | $12,485 | $4,230+195.2% | $5,135+143.1% | $4,274+192.1% |
| Admin fee / account holder | $11,002 | $9,543+15.3% | $12,742-13.7% | $7,775+41.5% |