Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $103,492 | $76,371+35.5% | $93,621+10.5% | $72,975+41.8% |
| Participation rate | 82.0% | 71.8%+10.3pp | 75.8%+6.2pp | 69.5%+12.5pp |
| Annual return | 21.06% | 25.82%-4.8pp | 32.76%-11.7pp | 81.01%-60.0pp |
| Employer contribution / active EE | $701 | $2,276-69.2% | $2,719-74.2% | $2,440-71.3% |
| Participant deferral / active EE | $4,220 | $3,538+19.3% | $4,070+3.7% | $3,608+17.0% |
| Admin fee / account holder | $497 | $6,839-92.7% | $7,890-93.7% | $5,124-90.3% |