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 | $75,988 | $48,364+57.1% | $71,796+5.8% | $62,881+20.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 4.95% | 13.16%-8.2pp | 78.04%-73.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,215 | $1,042+16.6% | $1,924-36.9% | $2,281-46.7% |
| Participant deferral / active EE | $1,653 | $2,091-21.0% | $2,794-40.8% | $3,203-48.4% |
| Admin fee / account holder | $2,489 | $3,771-34.0% | $4,815-48.3% | $4,296-42.1% |