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 | $71,197+54.3% | $93,669+17.3% | $80,925+35.7% |
| Participation rate | 81.3% | 60.4%+20.9pp | 68.7%+12.5pp | 67.7%+13.6pp |
| Annual return | 14.01% | 11.27%+2.7pp | 133.59%-119.6pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,102 | $1,565+34.3% | $2,424-13.3% | $2,756-23.7% |
| Participant deferral / active EE | $5,570 | $4,036+38.0% | $4,416+26.1% | $4,299+29.6% |
| Admin fee / account holder | $7,309 | $6,959+5.0% | $8,291-11.9% | $6,940+5.3% |