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 | $114,001 | $69,590+63.8% | $136,867-16.7% | $94,015+21.3% |
| Participation rate | 96.4% | 66.3%+30.1pp | 74.5%+21.9pp | 70.8%+25.6pp |
| Annual return | 13.94% | 19.62%-5.7pp | 42.97%-29.0pp | 17.84%-3.9pp |
| Employer contribution / active EE | $5,764 | $2,396+140.5% | $3,547+62.5% | $2,790+106.6% |
| Participant deferral / active EE | $11,941 | $3,437+247.4% | $4,924+142.5% | $4,249+181.0% |
| Admin fee / account holder | $2,379 | $8,912-73.3% | $10,340-77.0% | $8,951-73.4% |