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 | $70,585 | $46,599+51.5% | $64,101+10.1% | $75,173-6.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.64% | 26.06%-11.4pp | 33.72%-19.1pp | 160.72%-146.1pp |
| Employer contribution / active EE | $4,497 | $1,975+127.7% | $2,749+63.6% | $2,671+68.4% |
| Participant deferral / active EE | $2,972 | $2,837+4.8% | $3,881-23.4% | $4,126-28.0% |
| Admin fee / account holder | $6,625 | $2,956+124.1% | $3,070+115.8% | $5,651+17.2% |