Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $140,037 | $78,520+78.3% | $96,576+45.0% | $82,448+69.8% |
| Participation rate | 88.9% | 77.7%+11.2pp | 81.4%+7.4pp | 68.1%+20.8pp |
| Annual return | 16.53% | 41.30%-24.8pp | 38.47%-21.9pp | 41.64%-25.1pp |
| Employer contribution / active EE | $4,425 | $2,630+68.3% | $3,553+24.5% | $2,551+73.5% |
| Participant deferral / active EE | $10,979 | $6,754+62.5% | $7,956+38.0% | $4,139+165.2% |
| Admin fee / account holder | $3,770 | $13,455-72.0% | $11,381-66.9% | $7,234-47.9% |