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 | $220,403 | $94,439+133.4% | $73,658+199.2% | $154,746+42.4% |
| Participation rate | 81.3% | 64.7%+16.6pp | 57.0%+24.2pp | 80.7%+0.5pp |
| Annual return | 10.48% | 28.25%-17.8pp | 29.72%-19.2pp | 172.34%-161.9pp |
| Employer contribution / active EE | $796 | $1,257-36.7% | $1,032-22.9% | $4,379-81.8% |
| Participant deferral / active EE | $6,570 | $2,527+160.0% | $2,062+218.7% | $6,730-2.4% |
| Admin fee / account holder | $878 | $3,843-77.2% | $3,357-73.9% | $14,365-93.9% |