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 | $99,007 | $76,551+29.3% | $123,894-20.1% | $62,881+57.5% |
| Participation rate | 89.7% | 73.0%+16.8pp | 81.4%+8.3pp | 69.3%+20.4pp |
| Annual return | 13.11% | 18.68%-5.6pp | 47.52%-34.4pp | 20.14%-7.0pp |
| Employer contribution / active EE | $2,268 | $2,882-21.3% | $4,617-50.9% | $2,281-0.6% |
| Participant deferral / active EE | $6,364 | $4,840+31.5% | $5,984+6.3% | $3,203+98.7% |
| Admin fee / account holder | $3,918 | $4,826-18.8% | $8,357-53.1% | $4,296-8.8% |