Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,652 | $45,082+34.5% | $69,464-12.7% | $72,975-16.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 13.35% | 22.66%-9.3pp | 28.98%-15.6pp | 81.01%-67.7pp |
| Employer contribution / active EE | $1,866 | $2,055-9.2% | $2,779-32.9% | $2,440-23.5% |
| Participant deferral / active EE | $2,409 | $2,604-7.5% | $3,536-31.9% | $3,608-33.2% |
| Admin fee / account holder | $2,964 | $3,057-3.0% | $3,840-22.8% | $5,124-42.2% |