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 | $88,750 | $181,896-51.2% | $156,551-43.3% | $273,972-67.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.81% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $7,174 | $6,248+14.8% | $5,501+30.4% | $4,869+47.3% |
| Participant deferral / active EE | $5,911 | $5,550+6.5% | $4,871+21.3% | $5,287+11.8% |
| Admin fee / account holder | $553 | $15,560-96.4% | $13,028-95.8% | $10,133-94.5% |