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 | $97,346 | $56,054+73.7% | $171,082-43.1% | $62,881+54.8% |
| Participation rate | 96.4% | 62.9%+33.6pp | 76.7%+19.7pp | 69.3%+27.1pp |
| Annual return | 6.49% | 22.52%-16.0pp | 32.56%-26.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $8,312 | $1,731+380.2% | $4,002+107.7% | $2,281+264.4% |
| Participant deferral / active EE | $1,174 | $3,158-62.8% | $4,797-75.5% | $3,203-63.4% |
| Admin fee / account holder | $7,384 | $3,647+102.5% | $8,520-13.3% | $4,296+71.9% |