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 | $63,312 | $58,099+9.0% | $76,872-17.6% | $75,173-15.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 16.75% | 26.71%-10.0pp | 37.90%-21.2pp | 160.72%-144.0pp |
| Employer contribution / active EE | $4,472 | $1,996+124.1% | $2,533+76.5% | $2,671+67.4% |
| Participant deferral / active EE | $3,840 | $2,999+28.0% | $3,832+0.2% | $4,126-6.9% |
| Admin fee / account holder | $1,233 | $4,778-74.2% | $5,476-77.5% | $5,651-78.2% |