Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $115,761 | $95,404+21.3% | $113,397+2.1% | $82,637+40.1% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.5%+17.3pp | 68.1%+25.8pp |
| Annual return | 15.56% | 19.08%-3.5pp | 23.20%-7.6pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,391 | $2,307+3.7% | $2,977-19.7% | $2,552-6.3% |
| Participant deferral / active EE | $6,020 | $4,220+42.7% | $5,076+18.6% | $4,126+45.9% |
| Admin fee / account holder | $4,970 | $9,168-45.8% | $11,957-58.4% | $7,339-32.3% |