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 | $64,094 | $39,132+63.8% | $57,196+12.1% | $62,881+1.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.08% | 9.24%-2.2pp | 14.59%-7.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,308 | $1,874+76.5% | $2,683+23.3% | $2,281+45.0% |
| Participant deferral / active EE | $2,508 | $2,374+5.6% | $3,096-19.0% | $3,203-21.7% |
| Admin fee / account holder | $5,825 | $2,594+124.5% | $3,141+85.5% | $4,296+35.6% |