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 | $58,653 | $43,075+36.2% | $74,577-21.4% | $62,881-6.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 8.71% | 17.50%-8.8pp | 20.47%-11.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,969 | $1,498+31.5% | $2,525-22.0% | $2,281-13.7% |
| Participant deferral / active EE | $2,569 | $2,389+7.5% | $3,458-25.7% | $3,203-19.8% |
| Admin fee / account holder | $3,970 | $2,840+39.8% | $4,138-4.1% | $4,296-7.6% |