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 | $101,322 | $56,894+78.1% | $84,753+19.6% | $62,881+61.1% |
| Participation rate | 93.8% | 68.5%+25.2pp | 76.6%+17.2pp | 69.3%+24.4pp |
| Annual return | 6.33% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,097 | $2,400-12.6% | $3,574-41.3% | $2,281-8.0% |
| Participant deferral / active EE | $2,553 | $2,709-5.8% | $3,712-31.2% | $3,203-20.3% |
| Admin fee / account holder | $1,784 | $3,581-50.2% | $5,333-66.6% | $4,296-58.5% |