Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $75,865 | $76,407-0.7% | $150,298-49.5% | $82,448-8.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.20% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,953 | $2,614+89.5% | $4,154+19.2% | $2,551+94.2% |
| Participant deferral / active EE | $3,826 | $3,214+19.0% | $5,453-29.8% | $4,139-7.6% |
| Admin fee / account holder | $13,997 | $6,352+120.4% | $14,116-0.8% | $7,234+93.5% |