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 | $135,216 | $93,064+45.3% | $74,577+81.3% | $273,972-50.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.90% | 26.18%-19.3pp | 20.47%-13.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,070 | $3,160-34.5% | $2,525-18.0% | $4,869-57.5% |
| Participant deferral / active EE | $5,496 | $4,160+32.1% | $3,458+58.9% | $5,287+4.0% |
| Admin fee / account holder | $1,612 | $5,273-69.4% | $4,138-61.1% | $10,133-84.1% |