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 | $83,136 | $96,558-13.9% | $80,977+2.7% | $273,972-69.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.28% | 15.14%-7.9pp | 17.11%-9.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,921 | $4,869-40.0% | $3,715-21.4% | $4,869-40.0% |
| Participant deferral / active EE | $9,405 | $6,598+42.6% | $5,696+65.1% | $5,287+77.9% |
| Admin fee / account holder | $684 | $7,493-90.9% | $5,517-87.6% | $10,133-93.2% |