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 | $61,694 | $60,349+2.2% | $74,184-16.8% | $62,881-1.9% |
| Participation rate | 96.8% | 72.7%+24.0pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 5.37% | 21.38%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,578 | $1,680+53.4% | $2,370+8.8% | $2,281+13.0% |
| Participant deferral / active EE | $2,607 | $2,856-8.7% | $3,550-26.6% | $3,203-18.6% |
| Admin fee / account holder | $3,892 | $4,261-8.6% | $5,586-30.3% | $4,296-9.4% |