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 | $93,193 | $77,358+20.5% | $102,184-8.8% | $87,485+6.5% |
| Participation rate | 81.1% | 78.7%+2.5pp | 82.6%-1.5pp | 68.9%+12.2pp |
| Annual return | 14.90% | 41.11%-26.2pp | 31.58%-16.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $236 | $2,562-90.8% | $3,594-93.4% | $2,596-90.9% |
| Participant deferral / active EE | $8,209 | $6,753+21.6% | $8,309-1.2% | $4,274+92.1% |
| Admin fee / account holder | $10,722 | $6,809+57.5% | $11,609-7.6% | $7,775+37.9% |