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 | $104,426 | $78,423+33.2% | $95,964+8.8% | $79,856+30.8% |
| Participation rate | 89.1% | 73.5%+15.6pp | 77.1%+12.0pp | 69.6%+19.5pp |
| Annual return | 10.51% | 19.37%-8.9pp | 91.64%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $814 | $1,945-58.2% | $2,541-68.0% | $2,471-67.1% |
| Participant deferral / active EE | $4,556 | $3,440+32.4% | $4,167+9.4% | $3,741+21.8% |
| Admin fee / account holder | $6,843 | $5,622+21.7% | $6,797+0.7% | $5,306+29.0% |