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 | $45,662 | $181,896-74.9% | $156,551-70.8% | $273,972-83.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.35% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,086 | $6,248-50.6% | $5,501-43.9% | $4,869-36.6% |
| Participant deferral / active EE | $2,259 | $5,550-59.3% | $4,871-53.6% | $5,287-57.3% |
| Admin fee / account holder | $5,485 | $15,560-64.7% | $13,028-57.9% | $10,133-45.9% |