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 | $62,050 | $81,358-23.7% | $155,556-60.1% | $80,959-23.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.17% | 33.39%-18.2pp | 64.84%-49.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $4,988 | $3,106+60.6% | $4,675+6.7% | $2,757+80.9% |
| Participant deferral / active EE | $5,295 | $3,455+53.3% | $5,631-6.0% | $4,300+23.1% |
| Admin fee / account holder | $1,242 | $7,994-84.5% | $15,885-92.2% | $6,925-82.1% |