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 | $83,272 | $45,438+83.3% | $80,004+4.1% | $59,633+39.6% |
| Participation rate | 91.9% | 63.7%+28.2pp | 73.0%+18.9pp | 68.7%+23.2pp |
| Annual return | 3.54% | 5.10%-1.6pp | 7.63%-4.1pp | 2041.40%-2037.9pp |
| Employer contribution / active EE | $3,338 | $1,236+170.1% | $2,473+35.0% | $2,203+51.6% |
| Participant deferral / active EE | $3,371 | $2,231+51.1% | $3,204+5.2% | $3,192+5.6% |
| Admin fee / account holder | $5,245 | $3,464+51.4% | $5,033+4.2% | $4,297+22.0% |