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 | $90,248 | $99,345-9.2% | $84,753+6.5% | $273,972-67.1% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 7.50% | 22.93%-15.4pp | 22.78%-15.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $6,391 | $4,214+51.7% | $3,574+78.8% | $4,869+31.3% |
| Participant deferral / active EE | $5,680 | $4,270+33.0% | $3,712+53.0% | $5,287+7.4% |
| Admin fee / account holder | $1,026 | $6,645-84.6% | $5,333-80.8% | $10,133-89.9% |