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 | $65,050 | $153,769-57.7% | $133,975-51.4% | $273,972-76.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.52% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-33.9pp |
| Employer contribution / active EE | $13,343 | $6,029+121.3% | $5,211+156.1% | $4,869+174.1% |
| Participant deferral / active EE | $9,067 | $6,958+30.3% | $6,282+44.3% | $5,287+71.5% |
| Admin fee / account holder | $7,427 | $11,765-36.9% | $9,324-20.4% | $10,133-26.7% |