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 | $92,261 | $57,140+61.5% | $85,240+8.2% | $80,959+14.0% |
| Participation rate | 87.5% | 56.4%+31.1pp | 67.5%+20.0pp | 67.7%+19.8pp |
| Annual return | 19.44% | 21.71%-2.3pp | 66.75%-47.3pp | 35.67%-16.2pp |
| Employer contribution / active EE | $1,835 | $1,802+1.8% | $2,735-32.9% | $2,757-33.5% |
| Participant deferral / active EE | $7,246 | $3,115+132.6% | $4,527+60.0% | $4,300+68.5% |
| Admin fee / account holder | $10,091 | $4,992+102.2% | $6,165+63.7% | $6,925+45.7% |