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 | $132,726 | $71,057+86.8% | $93,654+41.7% | $80,874+64.1% |
| Participation rate | 90.6% | 60.4%+30.2pp | 68.7%+21.9pp | 67.6%+23.0pp |
| Annual return | 15.13% | 11.26%+3.9pp | 133.34%-118.2pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,181 | $1,564+39.4% | $2,421-9.9% | $2,756-20.9% |
| Participant deferral / active EE | $6,418 | $4,034+59.1% | $4,413+45.4% | $4,297+49.4% |
| Admin fee / account holder | $7,623 | $6,944+9.8% | $8,282-8.0% | $6,935+9.9% |