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 | $70,784 | $53,127+33.2% | $86,597-18.3% | $70,131+0.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.80% | 27.66%-10.9pp | 964.96%-948.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,696 | $2,068-18.0% | $2,840-40.3% | $2,342-27.6% |
| Participant deferral / active EE | $3,296 | $2,696+22.3% | $3,609-8.7% | $3,332-1.1% |
| Admin fee / account holder | $4,956 | $3,585+38.2% | $4,906+1.0% | $4,645+6.7% |