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 | $86,911 | $39,132+122.1% | $57,196+52.0% | $62,881+38.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.91% | 9.24%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,766 | $1,874-5.7% | $2,683-34.2% | $2,281-22.6% |
| Participant deferral / active EE | $3,535 | $2,374+48.9% | $3,096+14.2% | $3,203+10.4% |
| Admin fee / account holder | $1,521 | $2,594-41.4% | $3,141-51.6% | $4,296-64.6% |