Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $64,629 | $102,609-37.0% | $98,090-34.1% | $138,895-53.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.96% | 36.44%-19.5pp | 37.05%-20.1pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,330 | $3,867-39.8% | $3,606-35.4% | $4,194-44.5% |
| Participant deferral / active EE | $8,072 | $8,167-1.2% | $7,845+2.9% | $6,396+26.2% |
| Admin fee / account holder | $1,061 | $11,434-90.7% | $11,815-91.0% | $12,562-91.6% |