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 | $101,836 | $181,896-44.0% | $156,551-34.9% | $273,972-62.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.71% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $4,726 | $6,248-24.4% | $5,501-14.1% | $4,869-2.9% |
| Participant deferral / active EE | $4,501 | $5,550-18.9% | $4,871-7.6% | $5,287-14.9% |
| Admin fee / account holder | $875 | $15,560-94.4% | $13,028-93.3% | $10,133-91.4% |