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 | $113,359 | $77,472+46.3% | $100,392+12.9% | $80,935+40.1% |
| Participation rate | 84.5% | 76.9%+7.6pp | 81.5%+3.0pp | 67.7%+16.9pp |
| Annual return | 15.33% | 37.26%-21.9pp | 49.45%-34.1pp | 35.66%-20.3pp |
| Employer contribution / active EE | $4,187 | $2,800+49.5% | $3,941+6.2% | $2,757+51.9% |
| Participant deferral / active EE | $9,655 | $6,818+41.6% | $8,090+19.3% | $4,299+124.6% |
| Admin fee / account holder | $13,583 | $5,885+130.8% | $7,904+71.8% | $6,924+96.2% |