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 | $83,194 | $65,712+26.6% | $57,196+45.5% | $273,972-69.6% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 10.43% | 22.01%-11.6pp | 14.59%-4.2pp | 41.46%-31.0pp |
| Employer contribution / active EE | $4,775 | $3,280+45.6% | $2,683+78.0% | $4,869-1.9% |
| Participant deferral / active EE | $5,863 | $3,782+55.0% | $3,096+89.4% | $5,287+10.9% |
| Admin fee / account holder | $2,088 | $4,838-56.8% | $3,141-33.5% | $10,133-79.4% |