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 | $119,145 | $82,028+45.2% | $123,105-3.2% | $59,633+99.8% |
| Participation rate | 92.3% | 83.2%+9.1pp | 86.8%+5.5pp | 68.7%+23.6pp |
| Annual return | 1.26% | 5.12%-3.9pp | 13.22%-12.0pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $6,901 | $3,297+109.3% | $5,151+34.0% | $2,203+213.3% |
| Participant deferral / active EE | $8,786 | $4,667+88.3% | $6,229+41.0% | $3,192+175.3% |
| Admin fee / account holder | $785 | $5,879-86.7% | $9,014-91.3% | $4,297-81.7% |