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 | $73,325 | $71,230+2.9% | $93,727-21.8% | $80,959-9.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 10.42% | 11.26%-0.8pp | 133.83%-123.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,821 | $1,565+144.1% | $2,421+57.8% | $2,757+38.6% |
| Participant deferral / active EE | $4,401 | $4,037+9.0% | $4,417-0.4% | $4,300+2.3% |
| Admin fee / account holder | $1,287 | $6,961-81.5% | $8,292-84.5% | $6,925-81.4% |