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 | $56,150 | $153,769-63.5% | $133,975-58.1% | $273,972-79.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.73% | 36.51%-30.8pp | 29.29%-23.6pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,716 | $6,029-55.0% | $5,211-47.9% | $4,869-44.2% |
| Participant deferral / active EE | $6,017 | $6,958-13.5% | $6,282-4.2% | $5,287+13.8% |
| Admin fee / account holder | $379 | $11,765-96.8% | $9,324-95.9% | $10,133-96.3% |