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 | $99,746 | $56,894+75.3% | $84,753+17.7% | $62,881+58.6% |
| Participation rate | 75.4% | 68.5%+6.8pp | 76.6%-1.2pp | 69.3%+6.1pp |
| Annual return | 6.28% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $534 | $2,400-77.8% | $3,574-85.1% | $2,281-76.6% |
| Participant deferral / active EE | $2,874 | $2,709+6.1% | $3,712-22.6% | $3,203-10.3% |
| Admin fee / account holder | $2,257 | $3,581-37.0% | $5,333-57.7% | $4,296-47.5% |