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 | $70,425 | $72,486-2.8% | $87,103-19.1% | $72,976-3.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.68% | 24.46%-1.8pp | 28.19%-5.5pp | 81.02%-58.3pp |
| Employer contribution / active EE | $2,600 | $1,894+37.3% | $2,521+3.1% | $2,440+6.6% |
| Participant deferral / active EE | $3,435 | $3,270+5.0% | $4,049-15.2% | $3,608-4.8% |
| Admin fee / account holder | $7,480 | $5,055+48.0% | $7,491-0.2% | $5,124+46.0% |