Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,330 | $45,050+31.7% | $63,018-5.9% | $70,126-15.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.14% | 18.76%-3.6pp | 87.62%-72.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $3,395 | $2,052+65.5% | $2,761+23.0% | $2,343+44.9% |
| Participant deferral / active EE | $3,395 | $2,466+37.7% | $3,330+2.0% | $3,332+1.9% |
| Admin fee / account holder | $1,555 | $2,834-45.1% | $3,601-56.8% | $4,645-66.5% |