Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $91,826 | $39,132+134.7% | $57,196+60.5% | $62,881+46.0% |
| Participation rate | 89.7% | 70.5%+19.2pp | 75.3%+14.3pp | 69.3%+20.4pp |
| Annual return | 8.60% | 9.24%-0.6pp | 14.59%-6.0pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,569 | $2,374+218.8% | $3,096+144.5% | $3,203+136.3% |
| Admin fee / account holder | $3,580 | $2,594+38.0% | $3,141+14.0% | $4,296-16.7% |