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 | $152,438 | $181,896-16.2% | $156,551-2.6% | $273,972-44.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.42% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $4,260 | $6,248-31.8% | $5,501-22.6% | $4,869-12.5% |
| Participant deferral / active EE | $8,864 | $5,550+59.7% | $4,871+82.0% | $5,287+67.6% |
| Admin fee / account holder | $1,017 | $15,560-93.5% | $13,028-92.2% | $10,133-90.0% |