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 | $121,975 | $95,453+27.8% | $112,040+8.9% | $82,448+47.9% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 24.62% | 23.92%+0.7pp | 24.52%+0.1pp | 41.64%-17.0pp |
| Employer contribution / active EE | $2,718 | $2,318+17.3% | $2,954-8.0% | $2,551+6.5% |
| Participant deferral / active EE | $5,794 | $4,224+37.2% | $5,098+13.7% | $4,139+40.0% |
| Admin fee / account holder | $10,105 | $9,013+12.1% | $12,098-16.5% | $7,234+39.7% |