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 | $94,155 | $60,349+56.0% | $74,184+26.9% | $62,881+49.7% |
| Participation rate | 90.0% | 72.7%+17.3pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 6.88% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,152 | $1,680-31.5% | $2,370-51.4% | $2,281-49.5% |
| Participant deferral / active EE | $1,417 | $2,856-50.4% | $3,550-60.1% | $3,203-55.8% |
| Admin fee / account holder | $3,334 | $4,261-21.7% | $5,586-40.3% | $4,296-22.4% |