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 | $104,849 | $201,594-48.0% | $101,275+3.5% | - |
| Participation rate | 77.8% | 64.6%+13.2pp | 75.8%+2.0pp | - |
| Annual return | 13.31% | 13.55%-0.2pp | 46.48%-33.2pp | - |
| Employer contribution / active EE | $12,353 | $2,288+439.9% | $3,660+237.5% | - |
| Participant deferral / active EE | $5,488 | $3,091+77.5% | $4,371+25.6% | - |
| Admin fee / account holder | $18,015 | $7,709+133.7% | $5,948+202.9% | - |