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 | $97,783 | $99,345-1.6% | $84,753+15.4% | $273,972-64.3% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 4.96% | 22.93%-18.0pp | 22.78%-17.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $7,539 | $4,214+78.9% | $3,574+110.9% | $4,869+54.8% |
| Participant deferral / active EE | $6,176 | $4,270+44.7% | $3,712+66.4% | $5,287+16.8% |
| Admin fee / account holder | $14,826 | $6,645+123.1% | $5,333+178.0% | $10,133+46.3% |