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 | $63,060 | $65,376-3.5% | $87,102-27.6% | $65,185-3.3% |
| Participation rate | 91.9% | 75.3%+16.6pp | 76.9%+15.0pp | 70.2%+21.7pp |
| Annual return | 24.17% | 31.27%-7.1pp | 28.19%-4.0pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,549 | $1,822-15.0% | $2,521-38.6% | $2,177-28.8% |
| Participant deferral / active EE | $5,331 | $3,388+57.3% | $4,048+31.7% | $3,514+51.7% |
| Admin fee / account holder | $1,958 | $520+276.7% | $7,491-73.9% | $847+131.1% |