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 | $65,647 | $92,219-28.8% | $76,768-14.5% | $135,379-51.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 3.58% | 5.46%-1.9pp | 2.43%+1.1pp | 519.79%-516.2pp |
| Employer contribution / active EE | $2,174 | $3,216-32.4% | $2,485-12.5% | $4,779-54.5% |
| Participant deferral / active EE | $2,918 | $4,508-35.3% | $3,852-24.2% | $5,609-48.0% |
| Admin fee / account holder | $3,671 | $10,749-65.8% | $6,675-45.0% | $10,828-66.1% |