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 | $128,681 | $146,267-12.0% | $197,124-34.7% | $82,448+56.1% |
| Participation rate | 98.9% | 84.0%+14.9pp | 86.7%+12.2pp | 68.1%+30.9pp |
| Annual return | 19.01% | 29.61%-10.6pp | 44.34%-25.3pp | 41.64%-22.6pp |
| Employer contribution / active EE | $7,762 | $4,723+64.3% | $6,227+24.6% | $2,551+204.3% |
| Participant deferral / active EE | $14,785 | $7,035+110.2% | $9,135+61.9% | $4,139+257.2% |
| Admin fee / account holder | $1,935 | $14,422-86.6% | $16,298-88.1% | $7,234-73.2% |