Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $70,175 | $50,554+38.8% | $67,681+3.7% | $87,485-19.8% |
| Participation rate | 95.2% | 67.7%+27.5pp | 73.7%+21.5pp | 68.9%+26.3pp |
| Annual return | 13.80% | 17.81%-4.0pp | 590.58%-576.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $8,760 | $1,988+340.5% | $2,678+227.1% | $2,596+237.4% |
| Participant deferral / active EE | $5,323 | $2,961+79.8% | $3,976+33.9% | $4,274+24.6% |
| Admin fee / account holder | $2,749 | $4,132-33.5% | $6,100-54.9% | $7,775-64.6% |