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 | $93,242 | $69,977+33.2% | $108,582-14.1% | $62,881+48.3% |
| Participation rate | 91.7% | 72.9%+18.8pp | 79.6%+12.1pp | 69.3%+22.4pp |
| Annual return | 8.60% | 10.73%-2.1pp | -51.70%+60.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $730 | $2,135-65.8% | $3,758-80.6% | $2,281-68.0% |
| Participant deferral / active EE | $4,893 | $3,165+54.6% | $4,311+13.5% | $3,203+52.8% |
| Admin fee / account holder | $446 | $5,076-91.2% | $7,645-94.2% | $4,296-89.6% |