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 | $73,567 | $69,590+5.7% | $136,867-46.2% | $94,015-21.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 13.45% | 19.62%-6.2pp | 42.97%-29.5pp | 17.84%-4.4pp |
| Employer contribution / active EE | $2,927 | $2,396+22.2% | $3,547-17.5% | $2,790+4.9% |
| Participant deferral / active EE | $4,823 | $3,437+40.3% | $4,924-2.1% | $4,249+13.5% |
| Admin fee / account holder | $1,650 | $8,912-81.5% | $10,340-84.0% | $8,951-81.6% |