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 | $85,519 | $39,132+118.5% | $57,196+49.5% | $62,881+36.0% |
| Participation rate | 93.8% | 70.5%+23.3pp | 75.3%+18.4pp | 69.3%+24.4pp |
| Annual return | 7.12% | 9.24%-2.1pp | 14.59%-7.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,325 | $1,874-29.3% | $2,683-50.6% | $2,281-41.9% |
| Participant deferral / active EE | $5,166 | $2,374+117.6% | $3,096+66.8% | $3,203+61.3% |
| Admin fee / account holder | $10,323 | $2,594+297.9% | $3,141+228.7% | $4,296+140.3% |