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 | $80,651 | $76,551+5.4% | $123,894-34.9% | $62,881+28.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.47% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,898 | $2,882+0.6% | $4,617-37.2% | $2,281+27.1% |
| Participant deferral / active EE | $7,293 | $4,840+50.7% | $5,984+21.9% | $3,203+127.7% |
| Admin fee / account holder | $957 | $4,826-80.2% | $8,357-88.5% | $4,296-77.7% |