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 | $122,166 | $79,961+52.8% | $98,462+24.1% | $75,177+62.5% |
| Participation rate | 88.1% | 70.4%+17.7pp | 75.2%+12.9pp | 67.2%+20.9pp |
| Annual return | 16.45% | 19.75%-3.3pp | 21.17%-4.7pp | 160.75%-144.3pp |
| Employer contribution / active EE | $7,862 | $2,264+247.2% | $3,049+157.9% | $2,671+194.3% |
| Participant deferral / active EE | $4,804 | $3,753+28.0% | $4,738+1.4% | $4,126+16.4% |
| Admin fee / account holder | $1,656 | $6,842-75.8% | $8,875-81.3% | $5,651-70.7% |