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 | $71,190 | $76,407-6.8% | $150,298-52.6% | $82,448-13.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.07% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,134 | $2,614-18.3% | $4,154-48.6% | $2,551-16.3% |
| Participant deferral / active EE | $3,087 | $3,214-3.9% | $5,453-43.4% | $4,139-25.4% |
| Admin fee / account holder | $3,792 | $6,352-40.3% | $14,116-73.1% | $7,234-47.6% |