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 | $76,777 | $93,063-17.5% | $153,476-50.0% | $80,911-5.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 16.97% | 19.95%-3.0pp | 15.66%+1.3pp | 35.63%-18.7pp |
| Employer contribution / active EE | $5,714 | $3,507+62.9% | $5,038+13.4% | $2,756+107.3% |
| Participant deferral / active EE | $9,344 | $5,180+80.4% | $6,759+38.3% | $4,297+117.4% |
| Admin fee / account holder | $7,820 | $8,891-12.0% | $12,729-38.6% | $6,935+12.8% |