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 | $65,531 | $77,908-15.9% | $149,696-56.2% | $75,173-12.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.22% | 31.73%-13.5pp | 134.46%-116.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $6,907 | $3,138+120.1% | $4,821+43.3% | $2,671+158.6% |
| Participant deferral / active EE | $4,226 | $3,411+23.9% | $5,682-25.6% | $4,126+2.4% |
| Admin fee / account holder | $1,822 | $5,950-69.4% | $13,212-86.2% | $5,651-67.8% |