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 | $127,625 | $76,550+66.7% | $123,894+3.0% | $62,881+103.0% |
| Participation rate | 90.2% | 73.0%+17.3pp | 81.4%+8.8pp | 69.3%+20.9pp |
| Annual return | 6.23% | 18.67%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $4,442 | $2,882+54.1% | $4,617-3.8% | $2,281+94.7% |
| Participant deferral / active EE | $6,691 | $4,840+38.2% | $5,984+11.8% | $3,203+108.9% |
| Admin fee / account holder | $6,810 | $4,826+41.1% | $8,357-18.5% | $4,296+58.5% |