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 | $71,286 | $77,638-8.2% | $156,551-54.5% | $62,881+13.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.77% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,912 | $3,444-15.4% | $5,501-47.1% | $2,281+27.7% |
| Participant deferral / active EE | $2,624 | $3,046-13.8% | $4,871-46.1% | $3,203-18.1% |
| Admin fee / account holder | $608 | $5,561-89.1% | $13,028-95.3% | $4,296-85.8% |