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 | $74,693 | $99,345-24.8% | $84,753-11.9% | $273,972-72.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.85% | 22.93%-14.1pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $3,511 | $4,214-16.7% | $3,574-1.8% | $4,869-27.9% |
| Participant deferral / active EE | $6,502 | $4,270+52.3% | $3,712+75.2% | $5,287+23.0% |
| Admin fee / account holder | $3,407 | $6,645-48.7% | $5,333-36.1% | $10,133-66.4% |