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 | $66,361 | $181,896-63.5% | $156,551-57.6% | $273,972-75.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.61% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $7,856 | $6,248+25.7% | $5,501+42.8% | $4,869+61.3% |
| Participant deferral / active EE | $7,952 | $5,550+43.3% | $4,871+63.2% | $5,287+50.4% |
| Admin fee / account holder | $551 | $15,560-96.5% | $13,028-95.8% | $10,133-94.6% |