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 | $97,241 | $43,344+124.3% | $59,899+62.3% | $64,173+51.5% |
| Participation rate | 91.9% | 69.2%+22.7pp | 74.7%+17.2pp | 69.6%+22.3pp |
| Annual return | 12.94% | -1.55%+14.5pp | 3.46%+9.5pp | 7.63%+5.3pp |
| Employer contribution / active EE | $4,172 | $2,030+105.6% | $2,723+53.2% | $2,381+75.3% |
| Participant deferral / active EE | $6,046 | $2,547+137.3% | $3,402+77.7% | $3,470+74.3% |
| Admin fee / account holder | $1,014 | $3,008-66.3% | $3,592-71.8% | $4,887-79.2% |