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 | $67,354 | $86,940-22.5% | $102,434-34.2% | $80,935-16.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 21.48% | 18.89%+2.6pp | 29.46%-8.0pp | 35.66%-14.2pp |
| Employer contribution / active EE | $5,698 | $2,370+140.5% | $3,023+88.5% | $2,757+106.7% |
| Participant deferral / active EE | $3,275 | $4,121-20.5% | $5,055-35.2% | $4,299-23.8% |
| Admin fee / account holder | $1,698 | $8,047-78.9% | $9,462-82.1% | $6,924-75.5% |