Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $100,384 | $153,769-34.7% | $133,975-25.1% | $273,972-63.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.21% | 36.51%-31.3pp | 29.29%-24.1pp | 41.46%-36.2pp |
| Employer contribution / active EE | $5,065 | $6,029-16.0% | $5,211-2.8% | $4,869+4.0% |
| Participant deferral / active EE | $9,355 | $6,958+34.4% | $6,282+48.9% | $5,287+76.9% |
| Admin fee / account holder | $6,941 | $11,765-41.0% | $9,324-25.6% | $10,133-31.5% |