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 | $122,894 | $40,275+205.1% | $57,356+114.3% | $59,633+106.1% |
| Participation rate | 96.3% | 69.1%+27.2pp | 75.1%+21.2pp | 68.7%+27.6pp |
| Annual return | 2.21% | 27.52%-25.3pp | 24.41%-22.2pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $2,144 | $1,921+11.6% | $2,689-20.2% | $2,203-2.6% |
| Participant deferral / active EE | $2,550 | $2,400+6.2% | $3,162-19.4% | $3,192-20.1% |
| Admin fee / account holder | $4,905 | $2,820+73.9% | $3,357+46.1% | $4,297+14.1% |