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 | $67,632 | $199,109-66.0% | $173,730-61.1% | $154,746-56.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 21.71% | 20.02%+1.7pp | 19.96%+1.8pp | 172.34%-150.6pp |
| Employer contribution / active EE | $6,726 | $5,311+26.6% | $4,577+46.9% | $4,379+53.6% |
| Participant deferral / active EE | $4,546 | $7,113-36.1% | $6,326-28.1% | $6,730-32.5% |
| Admin fee / account holder | $7,979 | $20,916-61.9% | $17,523-54.5% | $14,365-44.5% |