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 | $132,762 | $72,486+83.2% | $87,103+52.4% | $72,976+81.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.61% | 24.46%+0.1pp | 28.19%-3.6pp | 81.02%-56.4pp |
| Employer contribution / active EE | $3,550 | $1,894+87.4% | $2,521+40.8% | $2,440+45.5% |
| Participant deferral / active EE | $3,544 | $3,270+8.4% | $4,049-12.5% | $3,608-1.8% |
| Admin fee / account holder | $6,033 | $5,055+19.4% | $7,491-19.5% | $5,124+17.7% |