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 | $125,390 | $87,733+42.9% | $106,554+17.7% | $85,851+46.1% |
| Participation rate | 91.1% | 71.9%+19.2pp | 76.1%+15.0pp | 69.3%+21.8pp |
| Annual return | 15.87% | 21.86%-6.0pp | 26.80%-10.9pp | 318.63%-302.8pp |
| Employer contribution / active EE | $1,962 | $2,073-5.4% | $2,819-30.4% | $2,565-23.5% |
| Participant deferral / active EE | $5,629 | $3,469+62.2% | $4,398+28.0% | $3,952+42.4% |
| Admin fee / account holder | $1,400 | $6,767-79.3% | $7,408-81.1% | $6,261-77.6% |