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 | $99,133 | $58,627+69.1% | $76,735+29.2% | $82,448+20.2% |
| Participation rate | 74.5% | 63.2%+11.3pp | 69.5%+5.0pp | 68.1%+6.4pp |
| Annual return | 14.14% | 39.10%-25.0pp | 29.77%-15.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,531 | $1,729+46.4% | $2,454+3.1% | $2,551-0.8% |
| Participant deferral / active EE | $6,435 | $3,134+105.4% | $4,088+57.4% | $4,139+55.5% |
| Admin fee / account holder | $9,525 | $5,323+79.0% | $7,189+32.5% | $7,234+31.7% |