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 | $60,350 | $181,898-66.8% | $156,551-61.5% | $273,968-78.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 4.00% | 30.74%-26.7pp | 32.23%-28.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $3,333 | $6,248-46.7% | $5,501-39.4% | $4,869-31.5% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,040 | $15,560-93.3% | $13,028-92.0% | $10,132-89.7% |