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 | $87,272 | $69,977+24.7% | $108,582-19.6% | $62,881+38.8% |
| Participation rate | 91.5% | 72.9%+18.7pp | 79.6%+12.0pp | 69.3%+22.2pp |
| Annual return | 6.85% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $785 | $2,135-63.2% | $3,758-79.1% | $2,281-65.6% |
| Participant deferral / active EE | $4,641 | $3,165+46.6% | $4,311+7.6% | $3,203+44.9% |
| Admin fee / account holder | $7,030 | $5,076+38.5% | $7,645-8.1% | $4,296+63.6% |