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 | $77,460+46.3% | $100,378+12.9% | $80,925+40.1% |
| Participation rate | 84.5% | 76.9%+7.6pp | 81.5%+3.0pp | 67.7%+16.9pp |
| Annual return | 15.33% | 37.24%-21.9pp | 49.41%-34.1pp | 35.65%-20.3pp |
| Employer contribution / active EE | $4,187 | $2,801+49.5% | $3,942+6.2% | $2,756+51.9% |
| Participant deferral / active EE | $9,655 | $6,818+41.6% | $8,087+19.4% | $4,299+124.6% |
| Admin fee / account holder | $13,583 | $5,887+130.7% | $7,899+72.0% | $6,940+95.7% |