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 | $65,620 | $49,255+33.2% | $70,494-6.9% | $79,856-17.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.59% | 30.10%-13.5pp | 109.16%-92.6pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,465 | $2,100+65.0% | $2,738+26.5% | $2,471+40.2% |
| Participant deferral / active EE | $6,889 | $2,768+148.8% | $3,711+85.6% | $3,741+84.2% |
| Admin fee / account holder | $14,003 | $2,879+386.4% | $3,848+263.9% | $5,306+163.9% |