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 | $95,560 | $181,896-47.5% | $156,551-39.0% | $273,972-65.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.61% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $6,541 | $6,248+4.7% | $5,501+18.9% | $4,869+34.4% |
| Participant deferral / active EE | $5,891 | $5,550+6.1% | $4,871+20.9% | $5,287+11.4% |
| Admin fee / account holder | $3,886 | $15,560-75.0% | $13,028-70.2% | $10,133-61.6% |