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 | $139,744 | $199,109-29.8% | $173,730-19.6% | $154,746-9.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.76% | 20.02%-7.3pp | 19.96%-7.2pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,894 | $5,311-45.5% | $4,577-36.8% | $4,379-33.9% |
| Participant deferral / active EE | $5,818 | $7,113-18.2% | $6,326-8.0% | $6,730-13.6% |
| Admin fee / account holder | $2,804 | $20,916-86.6% | $17,523-84.0% | $14,365-80.5% |