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 | $59,270 | $100,194-40.8% | $122,979-51.8% | $86,983-31.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 14.57% | 16.47%-1.9pp | 20.12%-5.5pp | 25.83%-11.3pp |
| Employer contribution / active EE | $2,857 | $2,326+22.9% | $3,062-6.7% | $2,584+10.6% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $867 | $10,148-91.5% | $12,864-93.3% | $7,856-89.0% |