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 | $117,075 | $67,602+73.2% | $82,312+42.2% | $70,126+66.9% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 16.01% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $618 | $1,755-64.8% | $2,428-74.6% | $2,343-73.6% |
| Participant deferral / active EE | $4,479 | $2,987+50.0% | $3,706+20.9% | $3,332+34.4% |
| Admin fee / account holder | $1,928 | $4,512-57.3% | $5,608-65.6% | $4,645-58.5% |