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 | $90,409 | $88,583+2.1% | $88,497+2.2% | $273,972-67.0% |
| Participation rate | 95.2% | 83.5%+11.8pp | 82.4%+12.8pp | 83.0%+12.2pp |
| Annual return | 6.57% | 5.68%+0.9pp | 7.63%-1.1pp | 41.46%-34.9pp |
| Employer contribution / active EE | $5,970 | $4,502+32.6% | $4,036+47.9% | $4,869+22.6% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,825 | $8,980+20.5% | $6,220+74.0% | $10,133+6.8% |