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 | $58,666 | $91,559-35.9% | $133,978-56.2% | $79,856-26.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.14% | 61.85%-47.7pp | 45.10%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,169 | $2,384-9.0% | $3,919-44.7% | $2,471-12.2% |
| Participant deferral / active EE | $4,076 | $3,734+9.2% | $5,047-19.2% | $3,741+9.0% |
| Admin fee / account holder | $1,833 | $6,321-71.0% | $8,930-79.5% | $5,306-65.5% |