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 | $110,333 | $72,404+52.4% | $110,243+0.1% | $64,173+71.9% |
| Participation rate | 87.9% | 73.3%+14.5pp | 79.8%+8.1pp | 69.6%+18.3pp |
| Annual return | 9.68% | -6.29%+16.0pp | 314.76%-305.1pp | 7.63%+2.0pp |
| Employer contribution / active EE | $563 | $2,282-75.3% | $3,827-85.3% | $2,381-76.3% |
| Participant deferral / active EE | $3,899 | $3,469+12.4% | $4,672-16.5% | $3,470+12.4% |
| Admin fee / account holder | $4,127 | $5,664-27.1% | $8,548-51.7% | $4,887-15.6% |