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 | $92,947 | $35,183+164.2% | $73,550+26.4% | $70,126+32.5% |
| Participation rate | 91.7% | 42.9%+48.7pp | 54.9%+36.7pp | 69.5%+22.1pp |
| Annual return | 17.49% | 26.90%-9.4pp | -15.16%+32.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,822 | $709+157.1% | $1,219+49.4% | $2,343-22.2% |
| Participant deferral / active EE | $6,256 | $1,220+412.9% | $1,804+246.8% | $3,332+87.8% |
| Admin fee / account holder | $3,855 | $2,302+67.5% | $2,320+66.2% | $4,645-17.0% |