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 | $116,316 | $45,050+158.2% | $63,018+84.6% | $70,126+65.9% |
| Participation rate | 88.2% | 69.5%+18.7pp | 74.8%+13.4pp | 69.5%+18.7pp |
| Annual return | 11.55% | 18.76%-7.2pp | 87.62%-76.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $2,997 | $2,052+46.1% | $2,761+8.6% | $2,343+28.0% |
| Participant deferral / active EE | $5,246 | $2,466+112.8% | $3,330+57.6% | $3,332+57.5% |
| Admin fee / account holder | $6,148 | $2,834+116.9% | $3,601+70.7% | $4,645+32.3% |