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 | $102,493 | $71,878+42.6% | $86,698+18.2% | $68,486+49.7% |
| Participation rate | 84.6% | 72.2%+12.4pp | 76.6%+8.0pp | 67.9%+16.7pp |
| Annual return | 4.88% | 3.53%+1.3pp | 35.95%-31.1pp | -7.85%+12.7pp |
| Employer contribution / active EE | $1,920 | $2,173-11.6% | $2,837-32.3% | $2,597-26.0% |
| Participant deferral / active EE | $2,447 | $3,779-35.3% | $4,656-47.5% | $4,028-39.3% |
| Admin fee / account holder | $1,916 | $6,113-68.7% | $7,493-74.4% | $5,404-64.6% |