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 | $77,243 | $65,712+17.5% | $57,196+35.1% | $273,972-71.8% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 5.92% | 22.01%-16.1pp | 14.59%-8.7pp | 41.46%-35.5pp |
| Employer contribution / active EE | $5,606 | $3,280+70.9% | $2,683+108.9% | $4,869+15.1% |
| Participant deferral / active EE | $916 | $3,782-75.8% | $3,096-70.4% | $5,287-82.7% |
| Admin fee / account holder | $2,103 | $4,838-56.5% | $3,141-33.0% | $10,133-79.2% |