Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $58,620 | $123,155-52.4% | $108,753-46.1% | $155,188-62.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.62% | 44.73%-27.1pp | 37.47%-19.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,844 | $2,811-34.4% | $2,427-24.0% | $4,248-56.6% |
| Participant deferral / active EE | $10,095 | $4,623+118.4% | $4,115+145.3% | $6,531+54.6% |
| Admin fee / account holder | $3,876 | $12,126-68.0% | $10,320-62.4% | $14,480-73.2% |