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 | $108,742 | $87,106+24.8% | $105,607+3.0% | $80,935+34.4% |
| Participation rate | 70.7% | 70.4%+0.2pp | 75.3%-4.6pp | 67.7%+3.0pp |
| Annual return | 21.98% | 17.01%+5.0pp | 116.11%-94.1pp | 35.66%-13.7pp |
| Employer contribution / active EE | $3,015 | $2,396+25.8% | $3,167-4.8% | $2,757+9.4% |
| Participant deferral / active EE | $6,302 | $3,986+58.1% | $5,011+25.8% | $4,299+46.6% |
| Admin fee / account holder | $24,097 | $8,447+185.3% | $10,958+119.9% | $6,924+248.0% |