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 | $96,800 | $67,602+43.2% | $82,312+17.6% | $70,126+38.0% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.9%+9.6pp | 69.5%+16.9pp |
| Annual return | 20.20% | 21.57%-1.4pp | 25.88%-5.7pp | 73.15%-52.9pp |
| Employer contribution / active EE | $12,029 | $1,755+585.5% | $2,428+395.4% | $2,343+413.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,677 | $4,512+70.2% | $5,608+36.9% | $4,645+65.3% |