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 | $123,919 | $80,983+53.0% | $96,544+28.4% | $75,177+64.8% |
| Participation rate | 98.6% | 71.8%+26.9pp | 76.0%+22.7pp | 67.2%+31.4pp |
| Annual return | 16.62% | 27.05%-10.4pp | 25.88%-9.3pp | 160.75%-144.1pp |
| Employer contribution / active EE | $811 | $2,282-64.5% | $2,966-72.7% | $2,671-69.6% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,413 | $6,717-4.5% | $8,254-22.3% | $5,651+13.5% |