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 | $56,444 | $126,661-55.4% | $113,397-50.2% | $138,895-59.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 23.59% | 25.05%-1.5pp | 23.20%+0.4pp | 145.39%-121.8pp |
| Employer contribution / active EE | $2,898 | $3,456-16.2% | $2,977-2.7% | $4,194-30.9% |
| Participant deferral / active EE | $5,911 | $5,693+3.8% | $5,076+16.4% | $6,396-7.6% |
| Admin fee / account holder | $926 | $14,549-93.6% | $11,957-92.3% | $12,562-92.6% |