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 | $146,635 | $88,707+65.3% | $74,184+97.7% | $273,972-46.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 4.39% | 11.94%-7.6pp | 17.74%-13.3pp | 41.46%-37.1pp |
| Employer contribution / active EE | $876 | $3,159-72.3% | $2,370-63.0% | $4,869-82.0% |
| Participant deferral / active EE | $4,656 | $4,212+10.6% | $3,550+31.2% | $5,287-11.9% |
| Admin fee / account holder | $3,990 | $8,717-54.2% | $5,586-28.6% | $10,133-60.6% |