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 | $92,539 | $56,894+62.7% | $84,753+9.2% | $62,881+47.2% |
| Participation rate | 98.5% | 68.5%+30.0pp | 76.6%+21.9pp | 69.3%+29.2pp |
| Annual return | 5.44% | 6.30%-0.9pp | 22.78%-17.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,802 | $2,400+58.4% | $3,574+6.4% | $2,281+66.7% |
| Participant deferral / active EE | $2,040 | $2,709-24.7% | $3,712-45.0% | $3,203-36.3% |
| Admin fee / account holder | $4,024 | $3,581+12.4% | $5,333-24.6% | $4,296-6.3% |