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 | $64,506 | $71,230-9.4% | $93,727-31.2% | $80,959-20.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 16.50% | 11.26%+5.2pp | 133.83%-117.3pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,700 | $1,565+8.6% | $2,421-29.8% | $2,757-38.3% |
| Participant deferral / active EE | $3,445 | $4,037-14.7% | $4,417-22.0% | $4,300-19.9% |
| Admin fee / account holder | $1,320 | $6,961-81.0% | $8,292-84.1% | $6,925-80.9% |