Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,355 | $93,063-23.3% | $153,476-53.5% | $80,911-11.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.66% | 19.95%-4.3pp | 15.66%0pp | 35.63%-20.0pp |
| Employer contribution / active EE | $12,214 | $3,507+248.2% | $5,038+142.4% | $2,756+343.2% |
| Participant deferral / active EE | $7,079 | $5,180+36.6% | $6,759+4.7% | $4,297+64.7% |
| Admin fee / account holder | $2,030 | $8,891-77.2% | $12,729-84.1% | $6,935-70.7% |