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 | $68,086 | $89,367-23.8% | $141,191-51.8% | $72,975-6.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.41% | 111.87%-84.5pp | 71.41%-44.0pp | 81.01%-53.6pp |
| Employer contribution / active EE | $2,841 | $3,115-8.8% | $4,736-40.0% | $2,440+16.4% |
| Participant deferral / active EE | $6,926 | $5,419+27.8% | $6,710+3.2% | $3,608+92.0% |
| Admin fee / account holder | $633 | $5,957-89.4% | $10,264-93.8% | $5,124-87.7% |