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 | $87,021 | $153,769-43.4% | $133,975-35.0% | $273,972-68.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.53% | 36.51%-30.0pp | 29.29%-22.8pp | 41.46%-34.9pp |
| Employer contribution / active EE | $5,164 | $6,029-14.3% | $5,211-0.9% | $4,869+6.1% |
| Participant deferral / active EE | $9,984 | $6,958+43.5% | $6,282+58.9% | $5,287+88.8% |
| Admin fee / account holder | $1,758 | $11,765-85.1% | $9,324-81.2% | $10,133-82.7% |