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 | $65,551 | $153,311-57.2% | $109,313-40.0% | $273,972-76.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.62% | 29.86%-22.2pp | 22.07%-14.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $7,141 | $5,619+27.1% | $3,892+83.5% | $4,869+46.7% |
| Participant deferral / active EE | $3,502 | $3,932-10.9% | $3,166+10.6% | $5,287-33.8% |
| Admin fee / account holder | $5,025 | $8,076-37.8% | $5,666-11.3% | $10,133-50.4% |