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 | $132,364 | $81,446+62.5% | $103,374+28.0% | $80,874+63.7% |
| Participation rate | 95.7% | 66.9%+28.9pp | 74.5%+21.2pp | 67.6%+28.1pp |
| Annual return | 25.46% | 25.57%-0.1pp | 24.89%+0.6pp | 35.62%-10.2pp |
| Employer contribution / active EE | $14,911 | $3,107+379.9% | $3,869+285.4% | $2,756+441.1% |
| Participant deferral / active EE | $10,146 | $3,870+162.2% | $5,058+100.6% | $4,297+136.1% |
| Admin fee / account holder | $55,698 | $6,715+729.5% | $8,394+563.5% | $6,935+703.1% |