Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $100,170 | $65,034+54.0% | $90,970+10.1% | $79,856+25.4% |
| Participation rate | 96.4% | 61.6%+34.8pp | 69.0%+27.4pp | 69.6%+26.8pp |
| Annual return | 13.00% | 30.45%-17.5pp | 134.60%-121.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $546 | $1,247-56.3% | $2,122-74.3% | $2,471-77.9% |
| Participant deferral / active EE | $1,860 | $2,512-26.0% | $3,373-44.9% | $3,741-50.3% |
| Admin fee / account holder | $763 | $4,536-83.2% | $5,961-87.2% | $5,306-85.6% |