Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $87,995 | $254,759-65.5% | $216,567-59.4% | $198,609-55.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 15.56% | 10.04%+5.5pp | 12.94%+2.6pp | 202.70%-187.1pp |
| Employer contribution / active EE | $4,707 | $6,096-22.8% | $5,216-9.8% | $5,055-6.9% |
| Participant deferral / active EE | $7,939 | $6,948+14.3% | $6,191+28.2% | $6,977+13.8% |
| Admin fee / account holder | $7,095 | $26,311-73.0% | $21,981-67.7% | $19,030-62.7% |