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 | $71,071 | $46,534+52.7% | $64,097+10.9% | $75,177-5.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.43% | 26.07%-10.6pp | 33.75%-18.3pp | 160.75%-145.3pp |
| Employer contribution / active EE | $3,336 | $1,976+68.8% | $2,750+21.3% | $2,671+24.9% |
| Participant deferral / active EE | $5,508 | $2,835+94.3% | $3,881+41.9% | $4,126+33.5% |
| Admin fee / account holder | $1,763 | $2,957-40.4% | $3,070-42.6% | $5,651-68.8% |