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 | $56,138 | $72,273-22.3% | $101,275-44.6% | $79,856-29.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 26.56% | 22.30%+4.3pp | 46.48%-19.9pp | 31.71%-5.2pp |
| Employer contribution / active EE | $5,667 | $2,691+110.6% | $3,660+54.8% | $2,471+129.3% |
| Participant deferral / active EE | $4,646 | $3,282+41.6% | $4,371+6.3% | $3,741+24.2% |
| Admin fee / account holder | $329 | $4,401-92.5% | $5,948-94.5% | $5,306-93.8% |