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 | $51,562 | $83,337-38.1% | $67,834-24.0% | $273,972-81.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.62% | 259.45%-252.8pp | 138.47%-131.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $5,311 | $3,287+61.6% | $2,403+121.0% | $4,869+9.1% |
| Participant deferral / active EE | $2,604 | $4,088-36.3% | $3,160-17.6% | $5,287-50.8% |
| Admin fee / account holder | $4,138 | $6,752-38.7% | $4,622-10.5% | $10,133-59.2% |