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 | $72,162 | $81,276-11.2% | $155,574-53.6% | $80,925-10.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.08% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $4,231 | $3,103+36.3% | $4,676-9.5% | $2,756+53.5% |
| Participant deferral / active EE | $4,002 | $3,453+15.9% | $5,629-28.9% | $4,299-6.9% |
| Admin fee / account holder | $2,276 | $7,993-71.5% | $15,914-85.7% | $6,940-67.2% |