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 | $61,127 | $45,043+35.7% | $63,005-3.0% | $70,124-12.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.50% | 18.76%-3.3pp | 87.59%-72.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,650 | $2,052-19.6% | $2,760-40.2% | $2,342-29.6% |
| Participant deferral / active EE | $1,650 | $2,466-33.1% | $3,329-50.4% | $3,332-50.5% |
| Admin fee / account holder | $1,504 | $2,833-46.9% | $3,599-58.2% | $4,645-67.6% |