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 | $69,433 | $62,583+10.9% | $76,767-9.6% | $64,173+8.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 11.71% | -1.95%+13.7pp | 2.43%+9.3pp | 7.63%+4.1pp |
| Employer contribution / active EE | $1,271 | $1,832-30.6% | $2,485-48.8% | $2,381-46.6% |
| Participant deferral / active EE | $1,953 | $3,145-37.9% | $3,852-49.3% | $3,470-43.7% |
| Admin fee / account holder | $797 | $4,667-82.9% | $6,675-88.1% | $4,887-83.7% |