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 | $56,675 | $81,208-30.2% | $98,920-42.7% | $79,856-29.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 17.78% | 60.99%-43.2pp | 196.47%-178.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,728 | $1,960-11.8% | $2,689-35.7% | $2,471-30.1% |
| Participant deferral / active EE | $3,408 | $3,265+4.4% | $4,245-19.7% | $3,741-8.9% |
| Admin fee / account holder | $1,053 | $6,013-82.5% | $6,643-84.1% | $5,306-80.2% |