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 | $64,267 | $67,606-4.9% | $82,313-21.9% | $70,124-8.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.13% | 21.57%-2.4pp | 25.88%-6.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,511 | $1,755-13.9% | $2,428-37.8% | $2,342-35.5% |
| Participant deferral / active EE | $2,759 | $2,987-7.6% | $3,706-25.6% | $3,332-17.2% |
| Admin fee / account holder | $363 | $4,512-92.0% | $5,608-93.5% | $4,645-92.2% |