Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $54,387 | $97,289-44.1% | $92,805-41.4% | $155,188-65.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.68% | 29.03%-10.3pp | 31.59%-12.9pp | 148.84%-130.2pp |
| Employer contribution / active EE | $5,265 | $3,632+45.0% | $3,424+53.7% | $4,248+23.9% |
| Participant deferral / active EE | $13,145 | $8,795+49.5% | $8,448+55.6% | $6,531+101.3% |
| Admin fee / account holder | $7,532 | $12,015-37.3% | $10,911-31.0% | $14,480-48.0% |