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 | $115,433 | $77,638+48.7% | $156,551-26.3% | $62,881+83.6% |
| Participation rate | 91.4% | 71.2%+20.2pp | 84.0%+7.4pp | 69.3%+22.1pp |
| Annual return | 10.08% | 50.33%-40.2pp | 32.23%-22.1pp | 20.14%-10.1pp |
| Employer contribution / active EE | $7,363 | $3,444+113.8% | $5,501+33.8% | $2,281+222.8% |
| Participant deferral / active EE | $4,737 | $3,046+55.5% | $4,871-2.8% | $3,203+47.9% |
| Admin fee / account holder | $1,161 | $5,561-79.1% | $13,028-91.1% | $4,296-73.0% |