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 | $183,024 | $60,349+203.3% | $74,184+146.7% | $62,881+191.1% |
| Participation rate | 96.1% | 72.7%+23.3pp | 76.6%+19.5pp | 69.3%+26.8pp |
| Annual return | 7.67% | 21.38%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,102 | $1,680+25.1% | $2,370-11.3% | $2,281-7.8% |
| Participant deferral / active EE | $6,171 | $2,856+116.1% | $3,550+73.8% | $3,203+92.7% |
| Admin fee / account holder | $9,113 | $4,261+113.9% | $5,586+63.2% | $4,296+112.2% |