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 | $109,708 | $56,894+92.8% | $84,753+29.4% | $62,881+74.5% |
| Participation rate | 74.1% | 68.5%+5.5pp | 76.6%-2.5pp | 69.3%+4.8pp |
| Annual return | 10.12% | 6.30%+3.8pp | 22.78%-12.7pp | 20.14%-10.0pp |
| Employer contribution / active EE | $660 | $2,400-72.5% | $3,574-81.5% | $2,281-71.0% |
| Participant deferral / active EE | $6,000 | $2,709+121.5% | $3,712+61.6% | $3,203+87.3% |
| Admin fee / account holder | $1,615 | $3,581-54.9% | $5,333-69.7% | $4,296-62.4% |