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 | $61,927 | $77,814-20.4% | $158,223-60.9% | $86,983-28.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.82% | 30.54%-13.7pp | 52.09%-35.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,699 | $2,592-34.5% | $4,109-58.6% | $2,584-34.3% |
| Participant deferral / active EE | $5,129 | $3,270+56.9% | $5,467-6.2% | $4,194+22.3% |
| Admin fee / account holder | $3,267 | $5,879-44.4% | $16,047-79.6% | $7,856-58.4% |