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 | $156,975 | $181,896-13.7% | $156,551+0.3% | $273,972-42.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.36% | 30.74%-18.4pp | 32.23%-19.9pp | 41.46%-29.1pp |
| Employer contribution / active EE | $1,895 | $6,248-69.7% | $5,501-65.6% | $4,869-61.1% |
| Participant deferral / active EE | $4,322 | $5,550-22.1% | $4,871-11.3% | $5,287-18.3% |
| Admin fee / account holder | $1,557 | $15,560-90.0% | $13,028-88.1% | $10,133-84.6% |