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 | $61,049 | $81,476-25.1% | $102,383-40.4% | $80,925-24.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.28% | 25.59%-14.3pp | 24.94%-13.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,542 | $3,105-50.3% | $3,870-60.2% | $2,756-44.1% |
| Participant deferral / active EE | $4,503 | $3,871+16.3% | $5,060-11.0% | $4,299+4.8% |
| Admin fee / account holder | $4,523 | $6,717-32.7% | $8,391-46.1% | $6,940-34.8% |