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 | $74,019 | $60,349+22.7% | $74,184-0.2% | $62,881+17.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.65% | 21.38%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $7,093 | $1,680+322.1% | $2,370+199.3% | $2,281+211.0% |
| Participant deferral / active EE | $4,036 | $2,856+41.3% | $3,550+13.7% | $3,203+26.0% |
| Admin fee / account holder | $4,037 | $4,261-5.3% | $5,586-27.7% | $4,296-6.0% |