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 | $67,425 | $57,828+16.6% | $117,039-42.4% | $70,126-3.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 21.62% | 17.55%+4.1pp | 18.95%+2.7pp | 73.15%-51.5pp |
| Employer contribution / active EE | $2,081 | $1,816+14.6% | $3,785-45.0% | $2,343-11.2% |
| Participant deferral / active EE | $2,994 | $2,438+22.8% | $3,929-23.8% | $3,332-10.1% |
| Admin fee / account holder | $2,361 | $3,548-33.5% | $5,974-60.5% | $4,645-49.2% |