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 | $135,834 | $86,940+56.2% | $102,434+32.6% | $80,935+67.8% |
| Participation rate | 85.0% | 72.4%+12.6pp | 76.5%+8.5pp | 67.7%+17.3pp |
| Annual return | 18.09% | 18.89%-0.8pp | 29.46%-11.4pp | 35.66%-17.6pp |
| Employer contribution / active EE | $3,443 | $2,370+45.3% | $3,023+13.9% | $2,757+24.9% |
| Participant deferral / active EE | $9,454 | $4,121+129.4% | $5,055+87.0% | $4,299+119.9% |
| Admin fee / account holder | $10,014 | $8,047+24.4% | $9,462+5.8% | $6,924+44.6% |