Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,455 | $49,255+12.6% | $70,494-21.3% | $79,856-30.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.39% | 30.10%-17.7pp | 109.16%-96.8pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,677 | $2,100+27.5% | $2,738-2.2% | $2,471+8.3% |
| Participant deferral / active EE | $1,071 | $2,768-61.3% | $3,711-71.1% | $3,741-71.4% |
| Admin fee / account holder | $1,285 | $2,879-55.4% | $3,848-66.6% | $5,306-75.8% |