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 | $56,558 | $181,896-68.9% | $156,551-63.9% | $273,972-79.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.97% | 30.74%-19.8pp | 32.23%-21.3pp | 41.46%-30.5pp |
| Employer contribution / active EE | $1,667 | $6,248-73.3% | $5,501-69.7% | $4,869-65.8% |
| Participant deferral / active EE | $3,000 | $5,550-45.9% | $4,871-38.4% | $5,287-43.3% |
| Admin fee / account holder | $330 | $15,560-97.9% | $13,028-97.5% | $10,133-96.7% |