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 | $46,836 | $181,896-74.3% | $156,551-70.1% | $273,972-82.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.79% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $4,635 | $6,248-25.8% | $5,501-15.7% | $4,869-4.8% |
| Participant deferral / active EE | $12,358 | $5,550+122.7% | $4,871+153.7% | $5,287+133.7% |
| Admin fee / account holder | $1,212 | $15,560-92.2% | $13,028-90.7% | $10,133-88.0% |