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 | $128,285 | $110,137+16.5% | $161,149-20.4% | $82,637+55.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.26% | 20.69%-6.4pp | 21.16%-6.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $7,356 | $2,856+157.6% | $4,360+68.7% | $2,552+188.2% |
| Participant deferral / active EE | $6,949 | $4,575+51.9% | $6,153+12.9% | $4,126+68.4% |
| Admin fee / account holder | $14,764 | $9,467+56.0% | $15,194-2.8% | $7,339+101.2% |