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 | $81,368 | $53,774+51.3% | $134,162-39.4% | $79,856+1.9% |
| Participation rate | 91.0% | 58.8%+32.3pp | 72.2%+18.9pp | 69.6%+21.4pp |
| Annual return | 31.70% | 19.01%+12.7pp | 36.35%-4.6pp | 31.71%0pp |
| Employer contribution / active EE | $496 | $1,322-62.5% | $3,705-86.6% | $2,471-79.9% |
| Participant deferral / active EE | $1,253 | $2,420-48.2% | $3,500-64.2% | $3,741-66.5% |
| Admin fee / account holder | $391 | $3,985-90.2% | $6,685-94.2% | $5,306-92.6% |