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 | $81,713 | $67,602+20.9% | $82,312-0.7% | $70,126+16.5% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 30.89% | 21.57%+9.3pp | 25.88%+5.0pp | 73.15%-42.3pp |
| Employer contribution / active EE | $5,168 | $1,755+194.5% | $2,428+112.8% | $2,343+120.6% |
| Participant deferral / active EE | $5,222 | $2,987+74.8% | $3,706+40.9% | $3,332+56.7% |
| Admin fee / account holder | $5,437 | $4,512+20.5% | $5,608-3.1% | $4,645+17.0% |