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 | $96,362 | $72,486+32.9% | $87,103+10.6% | $72,976+32.0% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 22.57% | 24.46%-1.9pp | 28.19%-5.6pp | 81.02%-58.4pp |
| Employer contribution / active EE | $5,855 | $1,894+209.2% | $2,521+132.2% | $2,440+140.0% |
| Participant deferral / active EE | $3,411 | $3,270+4.3% | $4,049-15.7% | $3,608-5.4% |
| Admin fee / account holder | $2,208 | $5,055-56.3% | $7,491-70.5% | $5,124-56.9% |