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 | $77,460+62.7% | $100,378+25.6% | $80,925+55.8% |
| Participation rate | 81.4% | 76.9%+4.4pp | 81.5%-0.1pp | 67.7%+13.7pp |
| Annual return | 19.61% | 37.24%-17.6pp | 49.41%-29.8pp | 35.65%-16.0pp |
| Employer contribution / active EE | $2,754 | $2,801-1.7% | $3,942-30.1% | $2,756-0.1% |
| Participant deferral / active EE | $8,613 | $6,818+26.3% | $8,087+6.5% | $4,299+100.4% |
| Admin fee / account holder | $22,736 | $5,887+286.2% | $7,899+187.8% | $6,940+227.6% |