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 | $96,676 | $95,404+1.3% | $113,397-14.7% | $82,637+17.0% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.5%+5.3pp | 68.1%+13.8pp |
| Annual return | 19.44% | 19.08%+0.4pp | 23.20%-3.8pp | 53.51%-34.1pp |
| Employer contribution / active EE | $836 | $2,307-63.7% | $2,977-71.9% | $2,552-67.2% |
| Participant deferral / active EE | $9,139 | $4,220+116.6% | $5,076+80.0% | $4,126+121.5% |
| Admin fee / account holder | $4,230 | $9,168-53.9% | $11,957-64.6% | $7,339-42.4% |