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 | $70,389 | $58,848+19.6% | $88,179-20.2% | $82,637-14.8% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 19.04% | 22.76%-3.7pp | 64.97%-45.9pp | 53.51%-34.5pp |
| Employer contribution / active EE | $1,887 | $1,678+12.4% | $2,549-26.0% | $2,552-26.1% |
| Participant deferral / active EE | $2,500 | $3,124-20.0% | $4,614-45.8% | $4,126-39.4% |
| Admin fee / account holder | $16,405 | $4,795+242.1% | $7,673+113.8% | $7,339+123.5% |