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 | $51,841 | $181,896-71.5% | $156,551-66.9% | $273,972-81.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.23% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,422 | $6,248-77.2% | $5,501-74.2% | $4,869-70.8% |
| Participant deferral / active EE | $3,524 | $5,550-36.5% | $4,871-27.7% | $5,287-33.4% |
| Admin fee / account holder | $18,444 | $15,560+18.5% | $13,028+41.6% | $10,133+82.0% |