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 | $51,204 | $181,896-71.8% | $156,551-67.3% | $273,972-81.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.25% | 30.74%-27.5pp | 32.23%-29.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,892 | $6,248-69.7% | $5,501-65.6% | $4,869-61.1% |
| Participant deferral / active EE | $3,477 | $5,550-37.4% | $4,871-28.6% | $5,287-34.2% |
| Admin fee / account holder | $360 | $15,560-97.7% | $13,028-97.2% | $10,133-96.4% |