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 | $144,434 | $97,550+48.1% | $120,344+20.0% | $87,485+65.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.91% | 18.41%-1.5pp | 20.30%-3.4pp | 26.06%-9.2pp |
| Employer contribution / active EE | $2,526 | $2,291+10.3% | $3,020-16.4% | $2,596-2.7% |
| Participant deferral / active EE | $5,194 | $4,230+22.8% | $5,135+1.2% | $4,274+21.5% |
| Admin fee / account holder | $19,666 | $9,543+106.1% | $12,742+54.3% | $7,775+152.9% |