Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,215 | $199,109-76.8% | $173,730-73.4% | $154,746-70.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.95% | 20.02%-5.1pp | 19.96%-5.0pp | 172.34%-157.4pp |
| Employer contribution / active EE | $4,935 | $5,311-7.1% | $4,577+7.8% | $4,379+12.7% |
| Participant deferral / active EE | $2,651 | $7,113-62.7% | $6,326-58.1% | $6,730-60.6% |
| Admin fee / account holder | $5,870 | $20,916-71.9% | $17,523-66.5% | $14,365-59.1% |