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 | $120,871 | $94,436+28.0% | $115,599+4.6% | $82,637+46.3% |
| Participation rate | 76.0% | 70.4%+5.6pp | 74.3%+1.7pp | 68.1%+7.9pp |
| Annual return | 13.33% | 18.37%-5.0pp | 111.10%-97.8pp | 53.51%-40.2pp |
| Employer contribution / active EE | $752 | $2,324-67.6% | $2,955-74.5% | $2,552-70.5% |
| Participant deferral / active EE | $6,631 | $3,955+67.7% | $4,889+35.6% | $4,126+60.7% |
| Admin fee / account holder | $5,987 | $10,328-42.0% | $12,841-53.4% | $7,339-18.4% |