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 | $54,433 | $67,894-19.8% | $89,340-39.1% | $82,448-34.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 21.17% | 19.21%+2.0pp | 20.57%+0.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $4,323 | $1,828+136.5% | $2,231+93.7% | $2,551+69.5% |
| Participant deferral / active EE | $8,580 | $3,072+179.3% | $3,823+124.4% | $4,139+107.3% |
| Admin fee / account holder | $817 | $5,723-85.7% | $6,704-87.8% | $7,234-88.7% |