Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $92,991 | $48,078+93.4% | $78,676+18.2% | $62,881+47.9% |
| Participation rate | 96.1% | 65.2%+30.9pp | 73.6%+22.5pp | 69.3%+26.8pp |
| Annual return | 10.68% | 31.36%-20.7pp | 62.19%-51.5pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,595 | $2,015+28.8% | $2,850-8.9% | $2,281+13.8% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,400 | $3,206+37.2% | $4,510-2.4% | $4,296+2.4% |