Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $111,047 | $86,938+27.7% | $102,423+8.4% | $80,925+37.2% |
| Participation rate | 81.3% | 72.4%+8.9pp | 76.5%+4.7pp | 67.7%+13.6pp |
| Annual return | 15.26% | 18.89%-3.6pp | 29.42%-14.2pp | 35.65%-20.4pp |
| Employer contribution / active EE | $4,295 | $2,369+81.3% | $3,023+42.1% | $2,756+55.8% |
| Participant deferral / active EE | $11,800 | $4,120+186.4% | $5,054+133.5% | $4,299+174.5% |
| Admin fee / account holder | $13,542 | $8,053+68.2% | $9,455+43.2% | $6,940+95.1% |