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 | $74,229 | $93,064-20.2% | $74,577-0.5% | $273,972-72.9% |
| Participation rate | 91.7% | 74.9%+16.7pp | 68.1%+23.6pp | 83.0%+8.7pp |
| Annual return | 5.99% | 26.18%-20.2pp | 20.47%-14.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,482 | $3,160-21.5% | $2,525-1.7% | $4,869-49.0% |
| Participant deferral / active EE | $5,023 | $4,160+20.7% | $3,458+45.2% | $5,287-5.0% |
| Admin fee / account holder | $40,130 | $5,273+661.0% | $4,138+869.8% | $10,133+296.0% |