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 | $53,385 | $89,367-40.3% | $141,191-62.2% | $72,975-26.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.01% | 111.87%-88.9pp | 71.41%-48.4pp | 81.01%-58.0pp |
| Employer contribution / active EE | $1,331 | $3,115-57.3% | $4,736-71.9% | $2,440-45.4% |
| Participant deferral / active EE | $8,117 | $5,419+49.8% | $6,710+21.0% | $3,608+125.0% |
| Admin fee / account holder | $3,477 | $5,957-41.6% | $10,264-66.1% | $5,124-32.1% |