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 | $53,704 | $77,638-30.8% | $156,551-65.7% | $62,881-14.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.44% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $7,543 | $3,444+119.0% | $5,501+37.1% | $2,281+230.7% |
| Participant deferral / active EE | $5,340 | $3,046+75.3% | $4,871+9.6% | $3,203+66.7% |
| Admin fee / account holder | $8,806 | $5,561+58.3% | $13,028-32.4% | $4,296+105.0% |