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 | $92,493 | $63,082+46.6% | $81,726+13.2% | $79,856+15.8% |
| Participation rate | 94.5% | 67.5%+27.0pp | 72.0%+22.5pp | 69.6%+24.9pp |
| Annual return | 10.27% | 22.66%-12.4pp | 29.49%-19.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $5,329 | $1,795+196.8% | $4,311+23.6% | $2,471+115.6% |
| Participant deferral / active EE | $4,495 | $2,780+61.7% | $7,108-36.8% | $3,741+20.2% |
| Admin fee / account holder | $19,657 | $4,428+343.9% | $5,160+280.9% | $5,306+270.4% |