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 | $62,202 | $153,769-59.5% | $133,975-53.6% | $273,972-77.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.31% | 36.51%-28.2pp | 29.29%-21.0pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,888 | $6,029-68.7% | $5,211-63.8% | $4,869-61.2% |
| Participant deferral / active EE | $4,807 | $6,958-30.9% | $6,282-23.5% | $5,287-9.1% |
| Admin fee / account holder | $643 | $11,765-94.5% | $9,324-93.1% | $10,133-93.7% |