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 | $113,237 | $77,472+46.2% | $100,415+12.8% | $80,959+39.9% |
| Participation rate | 98.9% | 76.9%+22.0pp | 81.5%+17.4pp | 67.7%+31.3pp |
| Annual return | 17.11% | 37.26%-20.2pp | 49.47%-32.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $2,707 | $2,800-3.3% | $3,943-31.3% | $2,757-1.8% |
| Participant deferral / active EE | $11,659 | $6,818+71.0% | $8,091+44.1% | $4,300+171.1% |
| Admin fee / account holder | $2,244 | $5,885-61.9% | $7,906-71.6% | $6,925-67.6% |