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 | $66,880 | $51,708+29.3% | $106,619-37.3% | $62,881+6.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 8.67% | 4.69%+4.0pp | 9.42%-0.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $4,651 | $1,764+163.7% | $3,947+17.8% | $2,281+103.9% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,917 | $3,349+17.0% | $6,418-39.0% | $4,296-8.8% |