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 | $128,740 | $106,524+20.9% | $152,301-15.5% | $87,485+47.2% |
| Participation rate | 96.8% | 75.8%+21.1pp | 82.4%+14.4pp | 68.9%+27.9pp |
| Annual return | 19.04% | 26.89%-7.9pp | 80.50%-61.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $7,002 | $3,371+107.7% | $4,624+51.4% | $2,596+169.7% |
| Participant deferral / active EE | $7,697 | $6,525+18.0% | $8,004-3.8% | $4,274+80.1% |
| Admin fee / account holder | $339 | $8,287-95.9% | $14,398-97.6% | $7,775-95.6% |