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 | $126,615 | $100,194+26.4% | $122,979+3.0% | $86,983+45.6% |
| Participation rate | 86.4% | 73.0%+13.4pp | 77.2%+9.2pp | 69.5%+16.8pp |
| Annual return | 14.70% | 16.47%-1.8pp | 20.12%-5.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,095 | $2,326-52.9% | $3,062-64.3% | $2,584-57.6% |
| Participant deferral / active EE | $6,292 | $4,133+52.2% | $5,003+25.8% | $4,194+50.0% |
| Admin fee / account holder | $15,100 | $10,148+48.8% | $12,864+17.4% | $7,856+92.2% |