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 | $59,451 | $86,949-31.6% | $102,460-42.0% | $80,959-26.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.59% | 18.89%-8.3pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,183 | $2,370-7.9% | $3,025-27.8% | $2,757-20.8% |
| Participant deferral / active EE | $1,889 | $4,121-54.2% | $5,056-62.6% | $4,300-56.1% |
| Admin fee / account holder | $3,585 | $8,048-55.5% | $9,460-62.1% | $6,925-48.2% |