Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $60,675 | $91,198-33.5% | $178,503-66.0% | $79,856-24.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.07% | 24.20%-10.1pp | 151.12%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,189 | $3,257-2.1% | $5,011-36.4% | $2,471+29.1% |
| Participant deferral / active EE | $4,285 | $3,237+32.4% | $5,202-17.6% | $3,741+14.6% |
| Admin fee / account holder | $1,485 | $6,748-78.0% | $13,987-89.4% | $5,306-72.0% |