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 | $33,715 | $127,387-73.5% | $115,038-70.7% | $125,389-73.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.80% | 31.28%-28.5pp | 26.14%-23.3pp | 282.24%-279.4pp |
| Employer contribution / active EE | $5,589 | $5,166+8.2% | $4,608+21.3% | $4,866+14.8% |
| Participant deferral / active EE | $9,673 | $6,423+50.6% | $6,026+60.5% | $5,352+80.8% |
| Admin fee / account holder | $1,451 | $9,516-84.8% | $8,175-82.3% | $9,541-84.8% |