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 | $92,895 | $181,896-48.9% | $156,551-40.7% | $273,972-66.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.72% | 30.74%-20.0pp | 32.23%-21.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,920 | $6,248-53.3% | $5,501-46.9% | $4,869-40.0% |
| Participant deferral / active EE | $4,620 | $5,550-16.8% | $4,871-5.2% | $5,287-12.6% |
| Admin fee / account holder | $561 | $15,560-96.4% | $13,028-95.7% | $10,133-94.5% |