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 | $40,639 | $181,898-77.7% | $156,552-74.0% | $273,970-85.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.04% | 30.74%-24.7pp | 32.23%-26.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,372 | $6,248-78.0% | $5,501-75.1% | $4,869-71.8% |
| Participant deferral / active EE | $3,876 | $5,550-30.2% | $4,871-20.4% | $5,287-26.7% |
| Admin fee / account holder | $3,445 | $15,560-77.9% | $13,028-73.6% | $10,132-66.0% |