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 | $90,810 | $139,421-34.9% | $239,577-62.1% | $116,462-22.0% |
| Participation rate | 96.7% | 75.0%+21.7pp | 82.1%+14.6pp | 74.7%+22.0pp |
| Annual return | 21.48% | 15.58%+5.9pp | -0.70%+22.2pp | 15.65%+5.8pp |
| Employer contribution / active EE | $5,092 | $4,487+13.5% | $7,232-29.6% | $3,231+57.6% |
| Participant deferral / active EE | $5,303 | $4,296+23.4% | $5,676-6.6% | $3,836+38.2% |
| Admin fee / account holder | $3,316 | $21,515-84.6% | $19,315-82.8% | $12,754-74.0% |