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 | $127,288 | $76,551+66.3% | $123,894+2.7% | $62,881+102.4% |
| Participation rate | 95.7% | 73.0%+22.8pp | 81.4%+14.3pp | 69.3%+26.4pp |
| Annual return | 7.61% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,639 | $2,882-43.1% | $4,617-64.5% | $2,281-28.2% |
| Participant deferral / active EE | $6,964 | $4,840+43.9% | $5,984+16.4% | $3,203+117.4% |
| Admin fee / account holder | $15,063 | $4,826+212.1% | $8,357+80.2% | $4,296+250.6% |