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 | $59,244 | $70,486-15.9% | $100,535-41.1% | $79,856-25.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 26.65% | 21.90%+4.8pp | 30.90%-4.2pp | 31.71%-5.1pp |
| Employer contribution / active EE | $5,825 | $2,165+169.1% | $3,419+70.4% | $2,471+135.7% |
| Participant deferral / active EE | $4,137 | $5,182-20.2% | $6,271-34.0% | $3,741+10.6% |
| Admin fee / account holder | $1,837 | $4,480-59.0% | $8,085-77.3% | $5,306-65.4% |