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 | $61,893 | $77,638-20.3% | $156,551-60.5% | $62,881-1.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.81% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,597 | $3,444+4.5% | $5,501-34.6% | $2,281+57.7% |
| Participant deferral / active EE | $2,291 | $3,046-24.8% | $4,871-53.0% | $3,203-28.5% |
| Admin fee / account holder | $6,065 | $5,561+9.1% | $13,028-53.4% | $4,296+41.2% |