Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $54,962 | $90,486-39.3% | $78,676-30.1% | $273,972-79.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.58% | 75.62%-67.0pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $4,736 | $3,175+49.2% | $2,850+66.2% | $4,869-2.7% |
| Participant deferral / active EE | $6,353 | $3,901+62.8% | $3,517+80.6% | $5,287+20.2% |
| Admin fee / account holder | $1,158 | $5,263-78.0% | $4,510-74.3% | $10,133-88.6% |