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 | $148,317 | $87,834+68.9% | $133,975+10.7% | $62,881+135.9% |
| Participation rate | 91.8% | 83.4%+8.5pp | 87.1%+4.8pp | 69.3%+22.5pp |
| Annual return | 7.34% | 12.05%-4.7pp | 29.29%-22.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,792 | $3,482-19.8% | $5,211-46.4% | $2,281+22.4% |
| Participant deferral / active EE | $11,191 | $4,812+132.6% | $6,282+78.2% | $3,203+249.4% |
| Admin fee / account holder | $10,959 | $5,372+104.0% | $9,324+17.5% | $4,296+155.1% |