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 | $67,687 | $181,896-62.8% | $156,551-56.8% | $273,972-75.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.92% | 30.74%-27.8pp | 32.23%-29.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $3,224 | $6,248-48.4% | $5,501-41.4% | $4,869-33.8% |
| Participant deferral / active EE | $4,874 | $5,550-12.2% | $4,871+0.1% | $5,287-7.8% |
| Admin fee / account holder | $851 | $15,560-94.5% | $13,028-93.5% | $10,133-91.6% |