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 | $83,442 | $181,896-54.1% | $156,551-46.7% | $273,972-69.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.21% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $2,176 | $6,248-65.2% | $5,501-60.5% | $4,869-55.3% |
| Participant deferral / active EE | $5,916 | $5,550+6.6% | $4,871+21.4% | $5,287+11.9% |
| Admin fee / account holder | $770 | $15,560-95.0% | $13,028-94.1% | $10,133-92.4% |