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 | $56,126 | $81,262-30.9% | $155,602-63.9% | $80,911-30.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.46% | 33.34%-18.9pp | 64.81%-50.4pp | 35.63%-21.2pp |
| Employer contribution / active EE | $2,193 | $3,102-29.3% | $4,675-53.1% | $2,756-20.4% |
| Participant deferral / active EE | $2,700 | $3,451-21.8% | $5,629-52.0% | $4,297-37.2% |
| Admin fee / account holder | $7,354 | $7,992-8.0% | $15,923-53.8% | $6,935+6.0% |