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 | $99,612 | $90,486+10.1% | $78,676+26.6% | $273,972-63.6% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 5.41% | 75.62%-70.2pp | 62.19%-56.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $833 | $3,175-73.8% | $2,850-70.8% | $4,869-82.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,626 | $5,263-69.1% | $4,510-63.9% | $10,133-84.0% |