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 | $92,922 | $63,082+47.3% | $81,716+13.7% | $79,852+16.4% |
| Participation rate | 82.5% | 67.5%+15.0pp | 72.0%+10.5pp | 69.6%+12.9pp |
| Annual return | 17.52% | 22.66%-5.1pp | 29.49%-12.0pp | 31.72%-14.2pp |
| Employer contribution / active EE | $3,674 | $1,795+104.6% | $4,310-14.8% | $2,471+48.7% |
| Participant deferral / active EE | $1,519 | $2,780-45.4% | $7,108-78.6% | $3,740-59.4% |
| Admin fee / account holder | $5,834 | $4,428+31.7% | $5,159+13.1% | $5,306+9.9% |