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 | $98,116 | $56,287+74.3% | $80,977+21.2% | $62,881+56.0% |
| Participation rate | 87.2% | 68.9%+18.3pp | 75.8%+11.4pp | 69.3%+17.9pp |
| Annual return | 6.79% | 22.13%-15.3pp | 17.11%-10.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,395 | $1,943-28.2% | $3,715-62.4% | $2,281-38.8% |
| Participant deferral / active EE | $3,552 | $4,196-15.3% | $5,696-37.6% | $3,203+10.9% |
| Admin fee / account holder | $9,183 | $3,742+145.4% | $5,517+66.5% | $4,296+113.8% |