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 | $64,541 | $105,623-38.9% | $87,502-26.2% | $273,972-76.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 10.08% | 12.26%-2.2pp | 12.21%-2.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $10,250 | $3,141+226.4% | $2,550+302.0% | $4,869+110.5% |
| Participant deferral / active EE | $5,186 | $3,601+44.0% | $3,149+64.7% | $5,287-1.9% |
| Admin fee / account holder | $953 | $4,781-80.1% | $4,221-77.4% | $10,133-90.6% |