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 | $88,070 | $96,956-9.2% | $69,779+26.2% | $273,972-67.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.03% | 12.93%-4.9pp | 12.99%-5.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,064 | $3,316-37.8% | $2,338-11.7% | $4,869-57.6% |
| Participant deferral / active EE | $6,534 | $3,744+74.5% | $2,931+122.9% | $5,287+23.6% |
| Admin fee / account holder | $3,369 | $7,934-57.5% | $4,381-23.1% | $10,133-66.8% |