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 | $87,260 | $181,896-52.0% | $156,551-44.3% | $273,972-68.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.40% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,921 | $6,248-37.2% | $5,501-28.7% | $4,869-19.5% |
| Participant deferral / active EE | $3,212 | $5,550-42.1% | $4,871-34.1% | $5,287-39.3% |
| Admin fee / account holder | $9,452 | $15,560-39.3% | $13,028-27.5% | $10,133-6.7% |