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 | $59,911 | $72,607-17.5% | $90,259-33.6% | $87,485-31.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 14.83% | 18.59%-3.8pp | 18.88%-4.1pp | 26.06%-11.2pp |
| Employer contribution / active EE | $2,853 | $1,919+48.6% | $2,291+24.5% | $2,596+9.9% |
| Participant deferral / active EE | $6,637 | $3,055+117.3% | $3,827+73.4% | $4,274+55.3% |
| Admin fee / account holder | $2,262 | $5,947-62.0% | $7,267-68.9% | $7,775-70.9% |