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 | $97,950 | $56,894+72.2% | $84,753+15.6% | $62,881+55.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.44% | 6.30%+0.1pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,155 | $2,400-10.2% | $3,574-39.7% | $2,281-5.5% |
| Participant deferral / active EE | $5,052 | $2,709+86.5% | $3,712+36.1% | $3,203+57.7% |
| Admin fee / account holder | $2,561 | $3,581-28.5% | $5,333-52.0% | $4,296-40.4% |