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 | $54,391 | $58,493-7.0% | $84,023-35.3% | $72,976-25.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.07% | 28.93%-9.9pp | 71.32%-52.3pp | 81.02%-62.0pp |
| Employer contribution / active EE | $1,463 | $1,163+25.8% | $1,984-26.3% | $2,440-40.0% |
| Participant deferral / active EE | $1,560 | $2,394-34.9% | $3,239-51.9% | $3,608-56.8% |
| Admin fee / account holder | $1,206 | $4,569-73.6% | $6,102-80.2% | $5,124-76.5% |