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 | $138,841 | $97,550+42.3% | $120,344+15.4% | $87,485+58.7% |
| Participation rate | 75.8% | 72.8%+2.9pp | 76.7%-1.0pp | 68.9%+6.8pp |
| Annual return | 13.22% | 18.41%-5.2pp | 20.30%-7.1pp | 26.06%-12.8pp |
| Employer contribution / active EE | $712 | $2,291-68.9% | $3,020-76.4% | $2,596-72.6% |
| Participant deferral / active EE | $7,681 | $4,230+81.6% | $5,135+49.6% | $4,274+79.7% |
| Admin fee / account holder | $5,069 | $9,543-46.9% | $12,742-60.2% | $7,775-34.8% |