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 | $87,103 | $88,707-1.8% | $74,185+17.4% | $273,970-68.2% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 6.24% | 11.94%-5.7pp | 17.74%-11.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $684 | $3,159-78.4% | $2,370-71.2% | $4,869-86.0% |
| Participant deferral / active EE | $4,771 | $4,212+13.3% | $3,550+34.4% | $5,287-9.8% |
| Admin fee / account holder | $11,932 | $8,717+36.9% | $5,586+113.6% | $10,132+17.8% |