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 | $60,275 | $56,894+5.9% | $84,753-28.9% | $62,881-4.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.41% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $4,353 | $2,400+81.4% | $3,574+21.8% | $2,281+90.9% |
| Participant deferral / active EE | $7,391 | $2,709+172.8% | $3,712+99.1% | $3,203+130.7% |
| Admin fee / account holder | $1,152 | $3,581-67.8% | $5,333-78.4% | $4,296-73.2% |