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 | $115,372 | $81,276+42.0% | $155,574-25.8% | $80,925+42.6% |
| Participation rate | 75.5% | 66.2%+9.3pp | 78.2%-2.7pp | 67.7%+7.9pp |
| Annual return | 18.34% | 33.36%-15.0pp | 64.87%-46.5pp | 35.65%-17.3pp |
| Employer contribution / active EE | $5,431 | $3,103+75.0% | $4,676+16.1% | $2,756+97.0% |
| Participant deferral / active EE | $4,526 | $3,453+31.1% | $5,629-19.6% | $4,299+5.3% |
| Admin fee / account holder | $5,462 | $7,993-31.7% | $15,914-65.7% | $6,940-21.3% |