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 | $80,207 | $89,532-10.4% | $103,447-22.5% | $80,925-0.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 16.10% | 22.80%-6.7pp | 23.92%-7.8pp | 35.65%-19.6pp |
| Employer contribution / active EE | $6,527 | $4,023+62.2% | $4,678+39.5% | $2,756+136.8% |
| Participant deferral / active EE | $8,350 | $5,459+53.0% | $6,624+26.1% | $4,299+94.2% |
| Admin fee / account holder | $9,484 | $6,774+40.0% | $9,415+0.7% | $6,940+36.7% |