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 | $98,710 | $67,602+46.0% | $82,312+19.9% | $70,126+40.8% |
| Participation rate | 89.7% | 72.8%+17.0pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 20.63% | 21.57%-0.9pp | 25.88%-5.2pp | 73.15%-52.5pp |
| Employer contribution / active EE | $2,024 | $1,755+15.3% | $2,428-16.7% | $2,343-13.6% |
| Participant deferral / active EE | $4,940 | $2,987+65.4% | $3,706+33.3% | $3,332+48.3% |
| Admin fee / account holder | $831 | $4,512-81.6% | $5,608-85.2% | $4,645-82.1% |