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 | $117,469 | $78,672+49.3% | $109,163+7.6% | $85,856+36.8% |
| Participation rate | 77.5% | 68.3%+9.2pp | 75.9%+1.6pp | 69.3%+8.2pp |
| Annual return | 13.57% | 25.09%-11.5pp | 25.75%-12.2pp | 318.58%-305.0pp |
| Employer contribution / active EE | $834 | $2,734-69.5% | $3,723-77.6% | $2,565-67.5% |
| Participant deferral / active EE | $5,097 | $3,467+47.0% | $4,654+9.5% | $3,952+29.0% |
| Admin fee / account holder | $19,861 | $5,470+263.1% | $6,754+194.1% | $6,261+217.2% |