Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,278 | $45,050+38.2% | $63,018-1.2% | $70,126-11.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.97% | 18.76%-5.8pp | 87.62%-74.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $2,356 | $2,052+14.8% | $2,761-14.7% | $2,343+0.6% |
| Participant deferral / active EE | $3,639 | $2,466+47.6% | $3,330+9.3% | $3,332+9.2% |
| Admin fee / account holder | $3,036 | $2,834+7.1% | $3,601-15.7% | $4,645-34.6% |