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 | $89,664 | $60,349+48.6% | $74,184+20.9% | $62,881+42.6% |
| Participation rate | 97.2% | 72.7%+24.5pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 6.63% | 21.38%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $4,558 | $1,680+171.3% | $2,370+92.3% | $2,281+99.8% |
| Participant deferral / active EE | $2,697 | $2,856-5.6% | $3,550-24.0% | $3,203-15.8% |
| Admin fee / account holder | $1,863 | $4,261-56.3% | $5,586-66.7% | $4,296-56.6% |