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 | $69,325 | $100,194-30.8% | $122,979-43.6% | $86,983-20.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 13.34% | 16.47%-3.1pp | 20.12%-6.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $2,698 | $2,326+16.0% | $3,062-11.9% | $2,584+4.4% |
| Participant deferral / active EE | $6,701 | $4,133+62.1% | $5,003+33.9% | $4,194+59.8% |
| Admin fee / account holder | $11,404 | $10,148+12.4% | $12,864-11.3% | $7,856+45.2% |