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 | $59,412 | $97,125-38.8% | $86,233-31.1% | $137,256-56.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.87% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,819 | $2,841-36.0% | $2,504-27.4% | $4,156-56.2% |
| Participant deferral / active EE | $4,507 | $5,180-13.0% | $4,559-1.2% | $6,407-29.7% |
| Admin fee / account holder | $2,085 | $9,725-78.6% | $8,342-75.0% | $12,270-83.0% |