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 | $120,825 | $67,606+78.7% | $82,313+46.8% | $70,124+72.3% |
| Participation rate | 93.6% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 14.25% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,743 | $1,755+56.3% | $2,428+13.0% | $2,342+17.1% |
| Participant deferral / active EE | $4,239 | $2,987+41.9% | $3,706+14.4% | $3,332+27.2% |
| Admin fee / account holder | $4,583 | $4,512+1.6% | $5,608-18.3% | $4,645-1.3% |