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 | $70,474 | $155,555-54.7% | $146,866-52.0% | $155,188-54.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.45% | 115.41%-103.0pp | 102.85%-90.4pp | 148.84%-136.4pp |
| Employer contribution / active EE | $1,253 | $4,647-73.0% | $4,425-71.7% | $4,248-70.5% |
| Participant deferral / active EE | $2,954 | $8,044-63.3% | $7,759-61.9% | $6,531-54.8% |
| Admin fee / account holder | $46,593 | $14,755+215.8% | $13,620+242.1% | $14,480+221.8% |