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 | $66,629 | $48,314+37.9% | $67,561-1.4% | $80,925-17.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.77% | 18.28%-6.5pp | 3525.44%-3513.7pp | 35.65%-23.9pp |
| Employer contribution / active EE | $11,273 | $2,022+457.6% | $2,735+312.2% | $2,756+309.0% |
| Participant deferral / active EE | $2,480 | $2,927-15.3% | $4,003-38.0% | $4,299-42.3% |
| Admin fee / account holder | $4,084 | $3,690+10.7% | $4,006+2.0% | $6,940-41.2% |