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 | $69,383 | $67,602+2.6% | $82,312-15.7% | $70,126-1.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.12% | 21.57%-8.5pp | 25.88%-12.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,598 | $1,755-8.9% | $2,428-34.2% | $2,343-31.8% |
| Participant deferral / active EE | $2,695 | $2,987-9.8% | $3,706-27.3% | $3,332-19.1% |
| Admin fee / account holder | $6,038 | $4,512+33.8% | $5,608+7.7% | $4,645+30.0% |