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 | $68,441 | $77,908-12.2% | $149,696-54.3% | $75,173-9.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.42% | 31.73%-18.3pp | 134.46%-121.0pp | 160.72%-147.3pp |
| Employer contribution / active EE | $2,577 | $3,138-17.9% | $4,821-46.6% | $2,671-3.5% |
| Participant deferral / active EE | $3,077 | $3,411-9.8% | $5,682-45.8% | $4,126-25.4% |
| Admin fee / account holder | $489 | $5,950-91.8% | $13,212-96.3% | $5,651-91.4% |