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 | $116,575 | $81,476+43.1% | $102,383+13.9% | $80,925+44.1% |
| Participation rate | 92.7% | 66.8%+25.8pp | 74.5%+18.2pp | 67.7%+25.0pp |
| Annual return | 11.65% | 25.59%-13.9pp | 24.94%-13.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $10,515 | $3,105+238.7% | $3,870+171.7% | $2,756+281.5% |
| Participant deferral / active EE | $2,186 | $3,871-43.5% | $5,060-56.8% | $4,299-49.1% |
| Admin fee / account holder | $10,736 | $6,717+59.8% | $8,391+27.9% | $6,940+54.7% |