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 | $71,488 | $39,126+82.7% | $57,181+25.0% | $62,891+13.7% |
| Participation rate | 94.9% | 70.5%+24.4pp | 75.3%+19.5pp | 69.3%+25.6pp |
| Annual return | 5.95% | 9.24%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $5,528 | $1,874+194.9% | $2,682+106.1% | $2,281+142.3% |
| Participant deferral / active EE | $5,256 | $2,374+121.4% | $3,096+69.8% | $3,203+64.1% |
| Admin fee / account holder | $6,200 | $2,593+139.1% | $3,139+97.5% | $4,296+44.3% |