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 | $127,976 | $77,638+64.8% | $156,551-18.3% | $62,881+103.5% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 8.24% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $6,322 | $3,444+83.6% | $5,501+14.9% | $2,281+177.2% |
| Participant deferral / active EE | $4,733 | $3,046+55.4% | $4,871-2.8% | $3,203+47.8% |
| Admin fee / account holder | $2,254 | $5,561-59.5% | $13,028-82.7% | $4,296-47.5% |