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 | $111,512 | $87,106+28.0% | $105,607+5.6% | $80,935+37.8% |
| Participation rate | 79.5% | 70.4%+9.0pp | 75.3%+4.2pp | 67.7%+11.8pp |
| Annual return | 16.89% | 17.01%-0.1pp | 116.11%-99.2pp | 35.66%-18.8pp |
| Employer contribution / active EE | $901 | $2,396-62.4% | $3,167-71.5% | $2,757-67.3% |
| Participant deferral / active EE | $2,989 | $3,986-25.0% | $5,011-40.4% | $4,299-30.5% |
| Admin fee / account holder | $3,291 | $8,447-61.0% | $10,958-70.0% | $6,924-52.5% |