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 | $57,635 | $102,245-43.6% | $89,340-35.5% | $137,256-58.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.87% | 21.89%-5.0pp | 20.57%-3.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,196 | $2,529-13.2% | $2,231-1.6% | $4,156-47.2% |
| Participant deferral / active EE | $5,649 | $4,436+27.3% | $3,823+47.8% | $6,407-11.8% |
| Admin fee / account holder | $1,903 | $8,085-76.5% | $6,704-71.6% | $12,270-84.5% |