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 | $121,263 | $60,349+100.9% | $74,184+63.5% | $62,881+92.8% |
| Participation rate | 93.3% | 72.7%+20.6pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | 6.45% | 21.38%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,996 | $1,680+137.8% | $2,370+68.6% | $2,281+75.2% |
| Participant deferral / active EE | $5,737 | $2,856+100.9% | $3,550+61.6% | $3,203+79.1% |
| Admin fee / account holder | $10,072 | $4,261+136.4% | $5,586+80.3% | $4,296+134.5% |