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 | $75,762 | $177,156-57.2% | $147,027-48.5% | $154,746-51.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.01% | 21.94%-6.9pp | 20.23%-5.2pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,988 | $4,336-54.2% | $3,626-45.2% | $4,379-54.6% |
| Participant deferral / active EE | $4,092 | $5,797-29.4% | $4,933-17.0% | $6,730-39.2% |
| Admin fee / account holder | $7,648 | $14,904-48.7% | $12,223-37.4% | $14,365-46.8% |