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 | $61,736 | $65,685-6.0% | $57,181+8.0% | $273,968-77.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.51% | 21.99%-16.5pp | 14.59%-9.1pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,258 | $3,279-61.6% | $2,682-53.1% | $4,869-74.2% |
| Participant deferral / active EE | $3,737 | $3,781-1.2% | $3,096+20.7% | $5,287-29.3% |
| Admin fee / account holder | $1,228 | $4,835-74.6% | $3,139-60.9% | $10,132-87.9% |