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 | $111,308 | $60,349+84.4% | $74,184+50.0% | $62,881+77.0% |
| Participation rate | 98.9% | 72.7%+26.1pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 7.03% | 21.38%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,149 | $1,680-31.6% | $2,370-51.5% | $2,281-49.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,999 | $4,261+40.8% | $5,586+7.4% | $4,296+39.7% |