Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $83,572 | $161,352-48.2% | $134,172-37.7% | $137,256-39.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.93% | 28.72%-11.8pp | 25.30%-8.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,202 | $4,099+2.5% | $3,420+22.9% | $4,156+1.1% |
| Participant deferral / active EE | $6,874 | $5,552+23.8% | $4,690+46.6% | $6,407+7.3% |
| Admin fee / account holder | $6,664 | $15,028-55.7% | $12,016-44.5% | $12,270-45.7% |