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 | $126,019 | $49,025+157.0% | $87,502+44.0% | $62,881+100.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 7.13% | 10.02%-2.9pp | 12.21%-5.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $6,429 | $1,372+368.7% | $2,550+152.2% | $2,281+181.9% |
| Participant deferral / active EE | $3,660 | $2,289+59.9% | $3,149+16.2% | $3,203+14.3% |
| Admin fee / account holder | $4,221 | $4,065+3.8% | $4,2210% | $4,296-1.7% |