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 | $123,628 | $72,273+71.1% | $101,275+22.1% | $79,856+54.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.61% | 22.30%-2.7pp | 46.48%-26.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,365 | $2,691-12.1% | $3,660-35.4% | $2,471-4.3% |
| Participant deferral / active EE | $4,286 | $3,282+30.6% | $4,371-1.9% | $3,741+14.6% |
| Admin fee / account holder | $3,717 | $4,401-15.5% | $5,948-37.5% | $5,306-30.0% |