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 | $67,171 | $87,166-22.9% | $76,735-12.5% | $137,256-51.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.99% | 26.50%-9.5pp | 29.77%-12.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,392 | $2,904+16.8% | $2,454+38.2% | $4,156-18.4% |
| Participant deferral / active EE | $6,397 | $4,726+35.4% | $4,088+56.5% | $6,407-0.2% |
| Admin fee / account holder | $6,538 | $8,403-22.2% | $7,189-9.1% | $12,270-46.7% |