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 | $40,285 | $135,956-70.4% | $123,894-67.5% | $273,972-85.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.87% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,953 | $5,170-62.2% | $4,617-57.7% | $4,869-59.9% |
| Participant deferral / active EE | $3,934 | $6,343-38.0% | $5,984-34.3% | $5,287-25.6% |
| Admin fee / account holder | $7,136 | $9,817-27.3% | $8,357-14.6% | $10,133-29.6% |