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 | $138,035 | $88,707+55.6% | $74,184+86.1% | $273,972-49.6% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 6.67% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $10,485 | $3,159+231.9% | $2,370+342.4% | $4,869+115.4% |
| Participant deferral / active EE | $2,919 | $4,212-30.7% | $3,550-17.8% | $5,287-44.8% |
| Admin fee / account holder | $379 | $8,717-95.7% | $5,586-93.2% | $10,133-96.3% |