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 | $68,239 | $48,078+41.9% | $78,675-13.3% | $62,881+8.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.87% | 31.36%-26.5pp | 62.19%-57.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,781 | $2,015+38.1% | $2,850-2.4% | $2,281+21.9% |
| Participant deferral / active EE | $6,797 | $2,587+162.7% | $3,517+93.3% | $3,203+112.2% |
| Admin fee / account holder | $3,791 | $3,206+18.3% | $4,510-15.9% | $4,296-11.7% |