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 | $99,394 | $51,222+94.0% | $70,544+40.9% | $75,173+32.2% |
| Participation rate | 78.0% | 61.0%+17.0pp | 68.4%+9.6pp | 67.2%+10.8pp |
| Annual return | 15.74% | 30.06%-14.3pp | 32.79%-17.1pp | 160.72%-145.0pp |
| Employer contribution / active EE | $886 | $1,827-51.5% | $2,976-70.2% | $2,671-66.8% |
| Participant deferral / active EE | $6,417 | $2,850+125.1% | $4,568+40.5% | $4,126+55.5% |
| Admin fee / account holder | $7,673 | $4,096+87.3% | $6,427+19.4% | $5,651+35.8% |