Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,070 | $106,588-39.9% | $94,215-32.0% | $155,188-58.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 15.63% | 29.39%-13.8pp | 28.22%-12.6pp | 148.84%-133.2pp |
| Employer contribution / active EE | $4,107 | $3,080+33.4% | $2,675+53.5% | $4,248-3.3% |
| Participant deferral / active EE | $2,340 | $4,802-51.3% | $4,276-45.3% | $6,531-64.2% |
| Admin fee / account holder | $1,191 | $12,281-90.3% | $10,216-88.3% | $14,480-91.8% |