Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $123,252 | $77,492+59.1% | $100,398+22.8% | $80,911+52.3% |
| Participation rate | 97.4% | 76.9%+20.5pp | 81.5%+15.9pp | 67.6%+29.8pp |
| Annual return | 13.77% | 37.23%-23.5pp | 49.32%-35.6pp | 35.63%-21.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,321 | $6,817+66.1% | $8,084+40.0% | $4,297+163.5% |
| Admin fee / account holder | $7,399 | $5,892+25.6% | $7,893-6.3% | $6,935+6.7% |