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 | $116,028 | $87,132+33.2% | $105,624+9.8% | $80,959+43.3% |
| Participation rate | 82.8% | 70.4%+12.3pp | 75.3%+7.5pp | 67.7%+15.1pp |
| Annual return | 12.73% | 17.03%-4.3pp | 116.20%-103.5pp | 35.67%-22.9pp |
| Employer contribution / active EE | $743 | $2,397-69.0% | $3,168-76.5% | $2,757-73.1% |
| Participant deferral / active EE | $4,206 | $3,985+5.5% | $5,013-16.1% | $4,300-2.2% |
| Admin fee / account holder | $3,825 | $8,449-54.7% | $10,961-65.1% | $6,925-44.8% |