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 | $128,617 | $77,472+66.0% | $100,392+28.1% | $80,935+58.9% |
| Participation rate | 95.7% | 76.9%+18.8pp | 81.5%+14.2pp | 67.7%+28.1pp |
| Annual return | 12.42% | 37.26%-24.8pp | 49.45%-37.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $7,941 | $2,800+183.6% | $3,941+101.5% | $2,757+188.1% |
| Participant deferral / active EE | $14,790 | $6,818+116.9% | $8,090+82.8% | $4,299+244.0% |
| Admin fee / account holder | $3,495 | $5,885-40.6% | $7,904-55.8% | $6,924-49.5% |