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 | $101,292 | $181,896-44.3% | $156,551-35.3% | $273,972-63.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.10% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,625 | $6,248-58.0% | $5,501-52.3% | $4,869-46.1% |
| Participant deferral / active EE | $5,287 | $5,550-4.7% | $4,871+8.5% | $5,2870% |
| Admin fee / account holder | $5,464 | $15,560-64.9% | $13,028-58.1% | $10,133-46.1% |