Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $94,548 | $184,014-48.6% | $161,149-41.3% | $138,895-31.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.49% | 21.52%-4.0pp | 21.16%-3.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,199 | $5,055-36.7% | $4,360-26.6% | $4,194-23.7% |
| Participant deferral / active EE | $12,380 | $6,909+79.2% | $6,153+101.2% | $6,396+93.6% |
| Admin fee / account holder | $1,829 | $18,027-89.9% | $15,194-88.0% | $12,562-85.4% |