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 | $68,123 | $211,105-67.7% | $178,449-61.8% | $145,978-53.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.39% | 30.19%-15.8pp | 27.09%-12.7pp | 550.52%-536.1pp |
| Employer contribution / active EE | $2,867 | $4,569-37.2% | $3,951-27.4% | $4,662-38.5% |
| Participant deferral / active EE | $7,545 | $6,959+8.4% | $6,277+20.2% | $6,690+12.8% |
| Admin fee / account holder | $4,862 | $12,017-59.5% | $10,362-53.1% | $13,400-63.7% |