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 | $130,394 | $76,551+70.3% | $123,894+5.2% | $62,881+107.4% |
| Participation rate | 95.1% | 73.0%+22.1pp | 81.4%+13.7pp | 69.3%+25.8pp |
| Annual return | 8.11% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,502 | $2,882-13.2% | $4,617-45.8% | $2,281+9.7% |
| Participant deferral / active EE | $7,852 | $4,840+62.2% | $5,984+31.2% | $3,203+145.1% |
| Admin fee / account holder | $2,520 | $4,826-47.8% | $8,357-69.8% | $4,296-41.3% |