Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $121,803 | $95,404+27.7% | $113,397+7.4% | $82,637+47.4% |
| Participation rate | 90.8% | 72.8%+18.0pp | 76.5%+14.3pp | 68.1%+22.7pp |
| Annual return | 20.06% | 19.08%+1.0pp | 23.20%-3.1pp | 53.51%-33.5pp |
| Employer contribution / active EE | $4,819 | $2,307+108.9% | $2,977+61.9% | $2,552+88.8% |
| Participant deferral / active EE | $11,714 | $4,220+177.6% | $5,076+130.8% | $4,126+183.9% |
| Admin fee / account holder | $2,490 | $9,168-72.8% | $11,957-79.2% | $7,339-66.1% |