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 | $61,765 | $86,940-29.0% | $102,434-39.7% | $80,935-23.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.01% | 18.89%-7.9pp | 29.46%-18.4pp | 35.66%-24.6pp |
| Employer contribution / active EE | $2,935 | $2,370+23.9% | $3,023-2.9% | $2,757+6.5% |
| Participant deferral / active EE | $4,537 | $4,121+10.1% | $5,055-10.3% | $4,299+5.5% |
| Admin fee / account holder | $7,569 | $8,047-5.9% | $9,462-20.0% | $6,924+9.3% |