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 | $68,488 | $81,358-15.8% | $155,556-56.0% | $80,959-15.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.65% | 33.39%-22.7pp | 64.84%-54.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $4,049 | $3,106+30.4% | $4,675-13.4% | $2,757+46.9% |
| Participant deferral / active EE | $3,815 | $3,455+10.4% | $5,631-32.3% | $4,300-11.3% |
| Admin fee / account holder | $692 | $7,994-91.3% | $15,885-95.6% | $6,925-90.0% |