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 | $106,764 | $70,917+50.5% | $98,920+7.9% | $73,497+45.3% |
| Participation rate | 84.2% | 73.8%+10.3pp | 76.0%+8.1pp | 70.7%+13.5pp |
| Annual return | 14.93% | 34.18%-19.2pp | 196.47%-181.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $565 | $2,037-72.3% | $2,689-79.0% | $2,270-75.1% |
| Participant deferral / active EE | $5,082 | $3,501+45.1% | $4,245+19.7% | $3,740+35.9% |
| Admin fee / account holder | $6,273 | $535+1072.7% | $6,643-5.6% | $513+1122.5% |