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 | $144,322 | $97,550+47.9% | $120,344+19.9% | $87,485+65.0% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.7%+5.4pp | 68.9%+13.2pp |
| Annual return | 17.21% | 18.41%-1.2pp | 20.30%-3.1pp | 26.06%-8.9pp |
| Employer contribution / active EE | $3,115 | $2,291+36.0% | $3,020+3.1% | $2,596+20.0% |
| Participant deferral / active EE | $6,463 | $4,230+52.8% | $5,135+25.9% | $4,274+51.2% |
| Admin fee / account holder | $7,833 | $9,543-17.9% | $12,742-38.5% | $7,775+0.8% |