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 | $114,521 | $89,259+28.3% | $107,187+6.8% | $82,637+38.6% |
| Participation rate | 82.8% | 67.9%+14.9pp | 75.0%+7.8pp | 68.1%+14.8pp |
| Annual return | 18.25% | 21.02%-2.8pp | 204.55%-186.3pp | 53.51%-35.3pp |
| Employer contribution / active EE | $3,609 | $3,080+17.2% | $3,782-4.6% | $2,552+41.4% |
| Participant deferral / active EE | $9,443 | $4,037+133.9% | $5,096+85.3% | $4,126+128.9% |
| Admin fee / account holder | $7,070 | $7,381-4.2% | $9,162-22.8% | $7,339-3.7% |