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 | $104,580 | $86,922+20.3% | $102,438+2.1% | $80,874+29.3% |
| Participation rate | 97.1% | 72.4%+24.8pp | 76.5%+20.6pp | 67.6%+29.5pp |
| Annual return | 10.44% | 18.90%-8.5pp | 29.37%-18.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,832 | $2,369+19.5% | $3,024-6.3% | $2,756+2.8% |
| Participant deferral / active EE | $2,421 | $4,119-41.2% | $5,054-52.1% | $4,297-43.7% |
| Admin fee / account holder | $8,606 | $8,050+6.9% | $9,448-8.9% | $6,935+24.1% |