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 | $60,948 | $48,076+26.8% | $78,690-22.5% | $62,891-3.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 12.73% | 31.35%-18.6pp | 62.18%-49.5pp | 20.14%-7.4pp |
| Employer contribution / active EE | $2,455 | $2,015+21.9% | $2,851-13.9% | $2,281+7.6% |
| Participant deferral / active EE | $2,455 | $2,588-5.1% | $3,517-30.2% | $3,203-23.3% |
| Admin fee / account holder | $9,951 | $3,207+210.3% | $4,511+120.6% | $4,296+131.7% |