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 | $82,859 | $213,785-61.2% | $185,441-55.3% | $155,188-46.6% |
| Participation rate | 95.2% | 83.2%+12.0pp | 80.3%+15.0pp | 80.8%+14.4pp |
| Annual return | 15.24% | 19.97%-4.7pp | 20.16%-4.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $11,757 | $5,393+118.0% | $4,672+151.6% | $4,248+176.8% |
| Participant deferral / active EE | $4,400 | $6,864-35.9% | $6,152-28.5% | $6,531-32.6% |
| Admin fee / account holder | $6,240 | $21,134-70.5% | $17,890-65.1% | $14,480-56.9% |