Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $96,129 | $64,920+48.1% | $103,693-7.3% | $86,983+10.5% |
| Participation rate | 90.3% | 63.6%+26.7pp | 72.6%+17.7pp | 69.5%+20.8pp |
| Annual return | 14.50% | 30.29%-15.8pp | 47.61%-33.1pp | 25.83%-11.3pp |
| Employer contribution / active EE | $7,929 | $2,141+270.3% | $2,920+171.5% | $2,584+206.8% |
| Participant deferral / active EE | $6,616 | $3,241+104.1% | $4,579+44.5% | $4,194+57.8% |
| Admin fee / account holder | $7,180 | $6,191+16.0% | $7,858-8.6% | $7,856-8.6% |