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 | $63,945 | $67,894-5.8% | $89,340-28.4% | $82,448-22.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 15.13% | 19.21%-4.1pp | 20.57%-5.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $4,913 | $1,828+168.8% | $2,231+120.2% | $2,551+92.6% |
| Participant deferral / active EE | $4,405 | $3,072+43.4% | $3,823+15.2% | $4,139+6.4% |
| Admin fee / account holder | $11,312 | $5,723+97.7% | $6,704+68.7% | $7,234+56.4% |