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 | $92,140 | $181,898-49.3% | $156,552-41.1% | $273,970-66.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.48% | 30.74%-23.3pp | 32.23%-24.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $4,330 | $6,248-30.7% | $5,501-21.3% | $4,869-11.1% |
| Participant deferral / active EE | $5,592 | $5,550+0.8% | $4,871+14.8% | $5,287+5.8% |
| Admin fee / account holder | $455 | $15,560-97.1% | $13,028-96.5% | $10,132-95.5% |