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 | $63,756 | $81,233-21.5% | $155,567-59.0% | $80,874-21.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.24% | 33.33%-16.1pp | 64.74%-47.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $5,160 | $3,101+66.4% | $4,674+10.4% | $2,756+87.2% |
| Participant deferral / active EE | $4,155 | $3,452+20.4% | $5,628-26.2% | $4,297-3.3% |
| Admin fee / account holder | $8,177 | $7,998+2.2% | $15,916-48.6% | $6,935+17.9% |