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 | $90,944 | $51,708+75.9% | $106,619-14.7% | $62,881+44.6% |
| Participation rate | 83.0% | 66.9%+16.1pp | 78.0%+5.0pp | 69.3%+13.7pp |
| Annual return | 8.13% | 4.69%+3.4pp | 9.42%-1.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,802 | $1,764+2.2% | $3,947-54.3% | $2,281-21.0% |
| Participant deferral / active EE | $4,189 | $2,315+80.9% | $3,930+6.6% | $3,203+30.8% |
| Admin fee / account holder | $5,101 | $3,349+52.3% | $6,418-20.5% | $4,296+18.7% |