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 | $117,060 | $87,834+33.3% | $133,975-12.6% | $62,881+86.2% |
| Participation rate | 95.0% | 83.4%+11.6pp | 87.1%+7.9pp | 69.3%+25.7pp |
| Annual return | 6.01% | 12.05%-6.0pp | 29.29%-23.3pp | 20.14%-14.1pp |
| Employer contribution / active EE | $5,491 | $3,482+57.7% | $5,211+5.4% | $2,281+140.8% |
| Participant deferral / active EE | $5,625 | $4,812+16.9% | $6,282-10.5% | $3,203+75.6% |
| Admin fee / account holder | $847 | $5,372-84.2% | $9,324-90.9% | $4,296-80.3% |