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 | $93,730 | $48,078+95.0% | $78,676+19.1% | $62,881+49.1% |
| Participation rate | 92.0% | 65.2%+26.8pp | 73.6%+18.4pp | 69.3%+22.7pp |
| Annual return | 5.87% | 31.36%-25.5pp | 62.19%-56.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,045 | $2,015+51.1% | $2,850+6.8% | $2,281+33.5% |
| Participant deferral / active EE | $4,831 | $2,587+86.7% | $3,517+37.4% | $3,203+50.8% |
| Admin fee / account holder | $5,481 | $3,206+71.0% | $4,510+21.5% | $4,296+27.6% |