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 | $99,181 | $65,367+51.7% | $92,915+6.7% | $72,976+35.9% |
| Participation rate | 89.1% | 68.3%+20.8pp | 76.0%+13.1pp | 69.5%+19.6pp |
| Annual return | 18.61% | 42.11%-23.5pp | 109.45%-90.8pp | 81.02%-62.4pp |
| Employer contribution / active EE | $1,513 | $2,594-41.7% | $3,653-58.6% | $2,440-38.0% |
| Participant deferral / active EE | $2,913 | $3,128-6.9% | $4,238-31.3% | $3,608-19.2% |
| Admin fee / account holder | $6,575 | $4,251+54.7% | $5,796+13.5% | $5,124+28.3% |