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 | $121,991 | $76,551+59.4% | $123,894-1.5% | $62,881+94.0% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 7.60% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $8,233 | $2,882+185.6% | $4,617+78.3% | $2,281+261.0% |
| Participant deferral / active EE | $2,757 | $4,840-43.0% | $5,984-53.9% | $3,203-13.9% |
| Admin fee / account holder | $2,098 | $4,826-56.5% | $8,357-74.9% | $4,296-51.2% |