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 | $110,028 | $76,551+43.7% | $123,894-11.2% | $62,881+75.0% |
| Participation rate | 84.1% | 73.0%+11.1pp | 81.4%+2.7pp | 69.3%+14.8pp |
| Annual return | 9.20% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $703 | $2,882-75.6% | $4,617-84.8% | $2,281-69.2% |
| Participant deferral / active EE | $6,292 | $4,840+30.0% | $5,984+5.1% | $3,203+96.4% |
| Admin fee / account holder | $766 | $4,826-84.1% | $8,357-90.8% | $4,296-82.2% |