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 | $126,042 | $77,472+62.7% | $100,415+25.5% | $80,959+55.7% |
| Participation rate | 81.4% | 76.9%+4.4pp | 81.5%-0.1pp | 67.7%+13.7pp |
| Annual return | 19.61% | 37.26%-17.7pp | 49.47%-29.9pp | 35.67%-16.1pp |
| Employer contribution / active EE | $2,754 | $2,800-1.6% | $3,943-30.2% | $2,757-0.1% |
| Participant deferral / active EE | $8,613 | $6,818+26.3% | $8,091+6.4% | $4,300+100.3% |
| Admin fee / account holder | $22,736 | $5,885+286.3% | $7,906+187.6% | $6,925+228.3% |