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 | $105,606 | $97,550+8.3% | $120,344-12.2% | $87,485+20.7% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.7%+21.9pp | 68.9%+29.7pp |
| Annual return | 16.21% | 18.41%-2.2pp | 20.30%-4.1pp | 26.06%-9.8pp |
| Employer contribution / active EE | $2,479 | $2,291+8.2% | $3,020-17.9% | $2,596-4.5% |
| Participant deferral / active EE | $7,550 | $4,230+78.5% | $5,135+47.0% | $4,274+76.7% |
| Admin fee / account holder | $5,082 | $9,543-46.7% | $12,742-60.1% | $7,775-34.6% |