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 | $104,941 | $72,027+45.7% | $185,861-43.5% | $79,856+31.4% |
| Participation rate | 80.0% | 65.8%+14.2pp | 78.0%+2.0pp | 69.6%+10.4pp |
| Annual return | 14.41% | 23.13%-8.7pp | 35.96%-21.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $364 | $1,965-81.5% | $4,088-91.1% | $2,471-85.3% |
| Participant deferral / active EE | $5,268 | $3,780+39.4% | $5,634-6.5% | $3,741+40.8% |
| Admin fee / account holder | $3,602 | $4,513-20.2% | $9,503-62.1% | $5,306-32.1% |