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 | $90,357 | $65,712+37.5% | $57,196+58.0% | $273,972-67.0% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 4.18% | 22.01%-17.8pp | 14.59%-10.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,689 | $3,782+156.2% | $3,096+212.9% | $5,287+83.3% |
| Admin fee / account holder | $2,247 | $4,838-53.6% | $3,141-28.5% | $10,133-77.8% |