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 | $113,992 | $86,938+31.1% | $102,423+11.3% | $80,925+40.9% |
| Participation rate | 91.8% | 72.4%+19.5pp | 76.5%+15.3pp | 67.7%+24.2pp |
| Annual return | 13.73% | 18.89%-5.2pp | 29.42%-15.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $2,449 | $2,369+3.4% | $3,023-19.0% | $2,756-11.1% |
| Participant deferral / active EE | $4,976 | $4,120+20.8% | $5,054-1.5% | $4,299+15.8% |
| Admin fee / account holder | $16,971 | $8,053+110.8% | $9,455+79.5% | $6,940+144.5% |