Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,614 | $86,919-33.7% | $102,457-43.8% | $80,911-28.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.32% | 18.90%-7.6pp | 29.41%-18.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $4,085 | $2,368+72.5% | $3,022+35.2% | $2,756+48.2% |
| Participant deferral / active EE | $6,349 | $4,119+54.1% | $5,054+25.6% | $4,297+47.7% |
| Admin fee / account holder | $16,866 | $8,049+109.5% | $9,451+78.4% | $6,935+143.2% |