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 | $55,687 | $68,586-18.8% | $120,380-53.7% | $80,911-31.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 22.96% | 23.62%-0.7pp | 107.28%-84.3pp | 35.63%-12.7pp |
| Employer contribution / active EE | $3,635 | $2,053+77.1% | $3,465+4.9% | $2,756+31.9% |
| Participant deferral / active EE | $11,313 | $3,174+256.4% | $4,992+126.6% | $4,297+163.3% |
| Admin fee / account holder | $18,248 | $5,733+218.3% | $9,421+93.7% | $6,935+163.1% |