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 | $66,076 | $78,670-16.0% | $109,173-39.5% | $85,847-23.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 23.62% | 25.09%-1.5pp | 25.75%-2.1pp | 318.61%-295.0pp |
| Employer contribution / active EE | $2,073 | $2,734-24.2% | $3,723-44.3% | $2,565-19.2% |
| Participant deferral / active EE | $3,763 | $3,467+8.5% | $4,654-19.1% | $3,952-4.8% |
| Admin fee / account holder | $5,304 | $5,469-3.0% | $6,755-21.5% | $6,261-15.3% |