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 | $128,167 | $81,446+57.4% | $103,374+24.0% | $80,874+58.5% |
| Participation rate | 87.8% | 66.9%+21.0pp | 74.5%+13.3pp | 67.6%+20.2pp |
| Annual return | 13.92% | 25.57%-11.6pp | 24.89%-11.0pp | 35.62%-21.7pp |
| Employer contribution / active EE | $4,417 | $3,107+42.2% | $3,869+14.2% | $2,756+60.3% |
| Participant deferral / active EE | $10,042 | $3,870+159.5% | $5,058+98.6% | $4,297+133.7% |
| Admin fee / account holder | $17,833 | $6,715+165.6% | $8,394+112.5% | $6,935+157.1% |