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 | $89,861 | $88,707+1.3% | $74,184+21.1% | $273,972-67.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.12% | 11.94%-6.8pp | 17.74%-12.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,613 | $3,159-48.9% | $2,370-31.9% | $4,869-66.9% |
| Participant deferral / active EE | $2,618 | $4,212-37.8% | $3,550-26.2% | $5,287-50.5% |
| Admin fee / account holder | $18,294 | $8,717+109.9% | $5,586+227.5% | $10,133+80.5% |