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 | $134,402 | $99,345+35.3% | $84,753+58.6% | $273,972-50.9% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 5.57% | 22.93%-17.4pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,529 | $4,214-63.7% | $3,574-57.2% | $4,869-68.6% |
| Participant deferral / active EE | $3,694 | $4,270-13.5% | $3,712-0.5% | $5,287-30.1% |
| Admin fee / account holder | $900 | $6,645-86.5% | $5,333-83.1% | $10,133-91.1% |