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 | $117,257 | $86,919+34.9% | $102,457+14.4% | $80,911+44.9% |
| Participation rate | 95.3% | 72.4%+23.0pp | 76.5%+18.9pp | 67.6%+27.7pp |
| Annual return | 19.21% | 18.90%+0.3pp | 29.41%-10.2pp | 35.63%-16.4pp |
| Employer contribution / active EE | $3,955 | $2,368+67.0% | $3,022+30.9% | $2,756+43.5% |
| Participant deferral / active EE | $11,036 | $4,119+167.9% | $5,054+118.3% | $4,297+156.8% |
| Admin fee / account holder | $9,387 | $8,049+16.6% | $9,451-0.7% | $6,935+35.4% |