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 | $63,023 | $99,345-36.6% | $84,753-25.6% | $273,972-77.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.06% | 22.93%-18.9pp | 22.78%-18.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $8,625 | $4,214+104.7% | $3,574+141.3% | $4,869+77.1% |
| Participant deferral / active EE | $13,000 | $4,270+204.5% | $3,712+250.2% | $5,287+145.9% |
| Admin fee / account holder | $561 | $6,645-91.6% | $5,333-89.5% | $10,133-94.5% |