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 | $64,802 | $79,961-19.0% | $98,462-34.2% | $75,177-13.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.71% | 19.75%-3.0pp | 21.17%-4.5pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,363 | $2,264-39.8% | $3,049-55.3% | $2,671-49.0% |
| Participant deferral / active EE | $1,990 | $3,753-47.0% | $4,738-58.0% | $4,126-51.8% |
| Admin fee / account holder | $3,973 | $6,842-41.9% | $8,875-55.2% | $5,651-29.7% |