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 | $116,578 | $110,379+5.6% | $102,412+13.8% | $145,884-20.1% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.3pp |
| Annual return | 14.75% | 24.84%-10.1pp | 24.94%-10.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $3,870 | $4,216-8.2% | $3,8700% | $4,662-17.0% |
| Participant deferral / active EE | $5,231 | $5,622-6.9% | $5,060+3.4% | $6,690-21.8% |
| Admin fee / account holder | $3,403 | $9,745-65.1% | $8,388-59.4% | $13,392-74.6% |