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 | $82,291 | $153,769-46.5% | $133,975-38.6% | $273,972-70.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.54% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,886 | $6,029-52.1% | $5,211-44.6% | $4,869-40.7% |
| Participant deferral / active EE | $4,196 | $6,958-39.7% | $6,282-33.2% | $5,287-20.6% |
| Admin fee / account holder | $536 | $11,765-95.4% | $9,324-94.3% | $10,133-94.7% |