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 | $86,209 | $41,377+108.3% | $109,313-21.1% | $62,881+37.1% |
| Participation rate | 88.0% | 57.5%+30.4pp | 71.3%+16.7pp | 69.3%+18.6pp |
| Annual return | 9.17% | 11.05%-1.9pp | 22.07%-12.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,364 | $1,276+163.6% | $3,892-13.6% | $2,281+47.5% |
| Participant deferral / active EE | $2,965 | $2,045+45.0% | $3,166-6.4% | $3,203-7.4% |
| Admin fee / account holder | $946 | $2,884-67.2% | $5,666-83.3% | $4,296-78.0% |