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 | $65,159 | $86,940-25.1% | $102,434-36.4% | $80,935-19.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.15% | 18.89%-2.7pp | 29.46%-13.3pp | 35.66%-19.5pp |
| Employer contribution / active EE | $3,703 | $2,370+56.3% | $3,023+22.5% | $2,757+34.3% |
| Participant deferral / active EE | $7,296 | $4,121+77.0% | $5,055+44.3% | $4,299+69.7% |
| Admin fee / account holder | $3,533 | $8,047-56.1% | $9,462-62.7% | $6,924-49.0% |