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 | $61,133 | $58,311+4.8% | $81,882-25.3% | $80,959-24.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 16.45% | 41.85%-25.4pp | 779.47%-763.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $5,321 | $2,347+126.7% | $2,916+82.5% | $2,757+93.0% |
| Participant deferral / active EE | $7,136 | $3,287+117.1% | $4,323+65.1% | $4,300+66.0% |
| Admin fee / account holder | $5,175 | $4,752+8.9% | $7,360-29.7% | $6,925-25.3% |