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 | $64,735 | $86,940-25.5% | $102,434-36.8% | $80,935-20.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.63% | 18.89%-5.3pp | 29.46%-15.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,730 | $2,370+15.2% | $3,023-9.7% | $2,757-1.0% |
| Participant deferral / active EE | $8,136 | $4,121+97.4% | $5,055+60.9% | $4,299+89.2% |
| Admin fee / account holder | $8,317 | $8,047+3.3% | $9,462-12.1% | $6,924+20.1% |