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 | $98,974 | $63,809+55.1% | $81,353+21.7% | $80,935+22.3% |
| Participation rate | 88.2% | 63.9%+24.3pp | 69.5%+18.7pp | 67.7%+20.6pp |
| Annual return | 12.73% | 16.37%-3.6pp | 24.82%-12.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,918 | $1,981-3.2% | $2,464-22.2% | $2,757-30.4% |
| Participant deferral / active EE | $4,177 | $3,093+35.0% | $3,885+7.5% | $4,299-2.8% |
| Admin fee / account holder | $627 | $5,686-89.0% | $5,766-89.1% | $6,924-90.9% |