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 | $109,836 | $71,057+54.6% | $93,654+17.3% | $80,874+35.8% |
| Participation rate | 81.3% | 60.4%+20.8pp | 68.7%+12.5pp | 67.6%+13.6pp |
| Annual return | 14.01% | 11.26%+2.8pp | 133.34%-119.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $2,102 | $1,564+34.4% | $2,421-13.2% | $2,756-23.7% |
| Participant deferral / active EE | $5,570 | $4,034+38.1% | $4,413+26.2% | $4,297+29.6% |
| Admin fee / account holder | $7,309 | $6,944+5.3% | $8,282-11.8% | $6,935+5.4% |