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 | $113,456 | $72,273+57.0% | $101,275+12.0% | $79,856+42.1% |
| Participation rate | 98.6% | 68.5%+30.2pp | 75.8%+22.8pp | 69.6%+29.0pp |
| Annual return | 11.39% | 22.30%-10.9pp | 46.48%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,823 | $2,691+42.1% | $3,660+4.5% | $2,471+54.7% |
| Participant deferral / active EE | $2,048 | $3,282-37.6% | $4,371-53.1% | $3,741-45.3% |
| Admin fee / account holder | $2,469 | $4,401-43.9% | $5,948-58.5% | $5,306-53.5% |