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 | $76,500 | $95,453-19.9% | $112,040-31.7% | $82,448-7.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.32% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,221 | $2,318-4.2% | $2,954-24.8% | $2,551-12.9% |
| Participant deferral / active EE | $1,970 | $4,224-53.4% | $5,098-61.4% | $4,139-52.4% |
| Admin fee / account holder | $1,346 | $9,013-85.1% | $12,098-88.9% | $7,234-81.4% |