Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $84,648 | $106,749-20.7% | $145,433-41.8% | $82,448+2.7% |
| Participation rate | 98.7% | 75.6%+23.0pp | 82.1%+16.6pp | 68.1%+30.6pp |
| Annual return | 26.97% | 27.59%-0.6pp | 66.58%-39.6pp | 41.64%-14.7pp |
| Employer contribution / active EE | $6,143 | $3,444+78.4% | $4,554+34.9% | $2,551+140.8% |
| Participant deferral / active EE | $11,195 | $6,519+71.7% | $7,897+41.8% | $4,139+170.5% |
| Admin fee / account holder | $10,307 | $8,390+22.9% | $13,129-21.5% | $7,234+42.5% |