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 | $67,944 | $76,551-11.2% | $123,894-45.2% | $62,881+8.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.84% | 18.68%-6.8pp | 47.52%-35.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $5,635 | $2,882+95.5% | $4,617+22.1% | $2,281+147.1% |
| Participant deferral / active EE | $6,032 | $4,840+24.6% | $5,984+0.8% | $3,203+88.3% |
| Admin fee / account holder | $1,111 | $4,826-77.0% | $8,357-86.7% | $4,296-74.1% |