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 | $130,143 | $181,896-28.5% | $156,551-16.9% | $273,972-52.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.40% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.1pp |
| Employer contribution / active EE | $8,654 | $6,248+38.5% | $5,501+57.3% | $4,869+77.7% |
| Participant deferral / active EE | $6,930 | $5,550+24.9% | $4,871+42.3% | $5,287+31.1% |
| Admin fee / account holder | $1,607 | $15,560-89.7% | $13,028-87.7% | $10,133-84.1% |