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 | $77,003 | $99,345-22.5% | $84,753-9.1% | $273,972-71.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.75% | 22.93%-18.2pp | 22.78%-18.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $8,347 | $4,214+98.1% | $3,574+133.5% | $4,869+71.4% |
| Participant deferral / active EE | $3,448 | $4,270-19.2% | $3,712-7.1% | $5,287-34.8% |
| Admin fee / account holder | $11,615 | $6,645+74.8% | $5,333+117.8% | $10,133+14.6% |