Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $112,643 | $77,358+45.6% | $102,184+10.2% | $87,485+28.8% |
| Participation rate | 95.8% | 78.7%+17.2pp | 82.6%+13.2pp | 68.9%+26.9pp |
| Annual return | 26.25% | 41.11%-14.9pp | 31.58%-5.3pp | 26.06%+0.2pp |
| Employer contribution / active EE | $28,338 | $2,562+1006.1% | $3,594+688.5% | $2,596+991.5% |
| Participant deferral / active EE | $17,052 | $6,753+152.5% | $8,309+105.2% | $4,274+299.0% |
| Admin fee / account holder | $5,970 | $6,809-12.3% | $11,609-48.6% | $7,775-23.2% |