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 | $145,118 | $76,551+89.6% | $123,894+17.1% | $62,881+130.8% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 7.67% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,382 | $2,882+17.3% | $4,617-26.7% | $2,281+48.3% |
| Participant deferral / active EE | $6,424 | $4,840+32.7% | $5,984+7.4% | $3,203+100.6% |
| Admin fee / account holder | $8,251 | $4,826+71.0% | $8,357-1.3% | $4,296+92.1% |