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 | $66,865 | $75,541-11.5% | $152,093-56.0% | $82,637-19.1% |
| Participation rate | 97.6% | 66.5%+31.1pp | 77.8%+19.9pp | 68.1%+29.6pp |
| Annual return | 18.36% | 32.56%-14.2pp | 66.36%-48.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $2,624 | $2,622+0.1% | $4,175-37.1% | $2,552+2.8% |
| Participant deferral / active EE | $2,903 | $3,206-9.4% | $5,451-46.7% | $4,126-29.6% |
| Admin fee / account holder | $8,611 | $6,405+34.4% | $14,497-40.6% | $7,339+17.3% |