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 | $69,682 | $93,617-25.6% | $135,982-48.8% | $75,177-7.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.47% | 30.89%-14.4pp | 68.32%-51.9pp | 160.75%-144.3pp |
| Employer contribution / active EE | $3,108 | $3,538-12.2% | $4,859-36.0% | $2,671+16.4% |
| Participant deferral / active EE | $6,499 | $6,406+1.4% | $7,760-16.3% | $4,126+57.5% |
| Admin fee / account holder | $471 | $6,980-93.2% | $10,767-95.6% | $5,651-91.7% |