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 | $66,669 | $45,082+47.9% | $69,464-4.0% | $72,975-8.6% |
| Participation rate | 84.4% | 68.5%+16.0pp | 74.6%+9.8pp | 69.5%+15.0pp |
| Annual return | 15.80% | 22.66%-6.9pp | 28.98%-13.2pp | 81.01%-65.2pp |
| Employer contribution / active EE | $1,367 | $2,055-33.5% | $2,779-50.8% | $2,440-44.0% |
| Participant deferral / active EE | $1,367 | $2,604-47.5% | $3,536-61.3% | $3,608-62.1% |
| Admin fee / account holder | $5,526 | $3,057+80.8% | $3,840+43.9% | $5,124+7.8% |