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 | $109,988 | $56,894+93.3% | $84,753+29.8% | $62,881+74.9% |
| Participation rate | 88.1% | 68.5%+19.6pp | 76.6%+11.5pp | 69.3%+18.8pp |
| Annual return | 6.51% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,217 | $2,400+34.1% | $3,574-10.0% | $2,281+41.1% |
| Participant deferral / active EE | $3,094 | $2,709+14.2% | $3,712-16.6% | $3,203-3.4% |
| Admin fee / account holder | $1,192 | $3,581-66.7% | $5,333-77.6% | $4,296-72.3% |