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 | $54,983 | $51,638+6.5% | $68,368-19.6% | $82,448-33.3% |
| Participation rate | 97.1% | 63.6%+33.4pp | 73.8%+23.3pp | 68.1%+29.0pp |
| Annual return | 15.56% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,162 | $2,047+54.5% | $2,649+19.4% | $2,551+24.0% |
| Participant deferral / active EE | $878 | $2,914-69.9% | $4,123-78.7% | $4,139-78.8% |
| Admin fee / account holder | $5,806 | $4,643+25.0% | $5,150+12.7% | $7,234-19.7% |