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 | $114,128 | $49,025+132.8% | $87,502+30.4% | $62,881+81.5% |
| Participation rate | 80.6% | 64.9%+15.8pp | 73.8%+6.8pp | 69.3%+11.3pp |
| Annual return | 7.04% | 10.02%-3.0pp | 12.21%-5.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $544 | $1,372-60.3% | $2,550-78.7% | $2,281-76.1% |
| Participant deferral / active EE | $4,183 | $2,289+82.7% | $3,149+32.9% | $3,203+30.6% |
| Admin fee / account holder | $3,588 | $4,065-11.8% | $4,221-15.0% | $4,296-16.5% |