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 | $55,536 | $76,551-27.5% | $123,894-55.2% | $62,881-11.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.92% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $997 | $2,882-65.4% | $4,617-78.4% | $2,281-56.3% |
| Participant deferral / active EE | $5,053 | $4,840+4.4% | $5,984-15.6% | $3,203+57.7% |
| Admin fee / account holder | $3,740 | $4,826-22.5% | $8,357-55.2% | $4,296-12.9% |