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 | $93,177 | $46,688+99.6% | $189,758-50.9% | $69,733+33.6% |
| Participation rate | 91.0% | 61.7%+29.3pp | 79.8%+11.2pp | 62.5%+28.5pp |
| Annual return | 19.06% | 14.35%+4.7pp | 52.62%-33.6pp | 15.22%+3.8pp |
| Employer contribution / active EE | $2,736 | $1,695+61.4% | $4,767-42.6% | $2,250+21.6% |
| Participant deferral / active EE | $5,400 | $2,143+152.0% | $5,856-7.8% | $3,054+76.8% |
| Admin fee / account holder | $3,369 | $1,700+98.1% | $20,388-83.5% | $3,102+8.6% |