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 | $106,257 | $56,484+88.1% | $169,452-37.3% | $64,173+65.6% |
| Participation rate | 93.6% | 64.5%+29.0pp | 77.8%+15.8pp | 69.6%+24.0pp |
| Annual return | 7.66% | -1.55%+9.2pp | 1.83%+5.8pp | 7.63%0pp |
| Employer contribution / active EE | $1,170 | $1,832-36.1% | $4,157-71.8% | $2,381-50.8% |
| Participant deferral / active EE | $5,877 | $3,448+70.4% | $5,277+11.4% | $3,470+69.4% |
| Admin fee / account holder | $12,509 | $4,174+199.7% | $9,110+37.3% | $4,887+155.9% |