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 | $89,749 | $60,349+48.7% | $74,184+21.0% | $62,881+42.7% |
| Participation rate | 82.2% | 72.7%+9.5pp | 76.6%+5.6pp | 69.3%+12.9pp |
| Annual return | 6.17% | 21.38%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,549 | $1,680-7.8% | $2,370-34.7% | $2,281-32.1% |
| Participant deferral / active EE | $4,632 | $2,856+62.2% | $3,550+30.5% | $3,203+44.6% |
| Admin fee / account holder | $1,804 | $4,261-57.7% | $5,586-67.7% | $4,296-58.0% |