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 | $69,733 | $135,956-48.7% | $123,894-43.7% | $273,972-74.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.58% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,610 | $5,170-49.5% | $4,617-43.5% | $4,869-46.4% |
| Participant deferral / active EE | $5,427 | $6,343-14.4% | $5,984-9.3% | $5,287+2.6% |
| Admin fee / account holder | $15,204 | $9,817+54.9% | $8,357+81.9% | $10,133+50.0% |