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 | $71,131 | $106,749-33.4% | $145,433-51.1% | $82,448-13.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.06% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,204 | $3,444-7.0% | $4,554-29.6% | $2,551+25.6% |
| Participant deferral / active EE | $7,140 | $6,519+9.5% | $7,897-9.6% | $4,139+72.5% |
| Admin fee / account holder | $15,616 | $8,390+86.1% | $13,129+18.9% | $7,234+115.9% |