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 | $60,403 | $100,125-39.7% | $81,482-25.9% | $145,978-58.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.90% | 34.44%-26.5pp | 24.79%-16.9pp | 550.52%-542.6pp |
| Employer contribution / active EE | $2,569 | $2,977-13.7% | $2,463+4.3% | $4,662-44.9% |
| Participant deferral / active EE | $3,378 | $4,609-26.7% | $3,885-13.1% | $6,690-49.5% |
| Admin fee / account holder | $1,312 | $8,198-84.0% | $5,761-77.2% | $13,400-90.2% |