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 | $127,145 | $138,386-8.1% | $184,260-31.0% | $80,935+57.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.72% | 20.02%-6.3pp | 28.84%-15.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $7,940 | $4,851+63.7% | $6,427+23.5% | $2,757+188.0% |
| Participant deferral / active EE | $5,217 | $7,076-26.3% | $9,133-42.9% | $4,299+21.3% |
| Admin fee / account holder | $15,230 | $10,489+45.2% | $13,898+9.6% | $6,924+120.0% |