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 | $88,427 | $81,504+8.5% | $102,437-13.7% | $80,959+9.2% |
| Participation rate | 90.0% | 66.9%+23.1pp | 74.5%+15.5pp | 67.7%+22.3pp |
| Annual return | 10.65% | 25.60%-14.9pp | 24.95%-14.3pp | 35.67%-25.0pp |
| Employer contribution / active EE | $19,738 | $3,104+536.0% | $3,871+409.9% | $2,757+615.9% |
| Participant deferral / active EE | $1,988 | $3,871-48.6% | $5,060-60.7% | $4,300-53.8% |
| Admin fee / account holder | $10,520 | $6,719+56.6% | $8,388+25.4% | $6,925+51.9% |