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 | $75,561 | $118,496-36.2% | $98,461-23.3% | $139,466-45.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.06% | 18.96%-1.9pp | 21.17%-4.1pp | 373.66%-356.6pp |
| Employer contribution / active EE | $6,462 | $3,611+79.0% | $3,049+112.0% | $4,754+35.9% |
| Participant deferral / active EE | $14,227 | $5,393+163.8% | $4,738+200.3% | $6,712+112.0% |
| Admin fee / account holder | $9,701 | $14,056-31.0% | $8,961+8.3% | $11,409-15.0% |