Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $60,186 | $147,556-59.2% | $129,031-53.4% | $198,609-69.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 16.71% | 37.41%-20.7pp | 34.67%-18.0pp | 202.70%-186.0pp |
| Employer contribution / active EE | $5,044 | $3,645+38.4% | $3,226+56.4% | $5,055-0.2% |
| Participant deferral / active EE | $19,272 | $5,760+234.6% | $5,217+269.4% | $6,977+176.2% |
| Admin fee / account holder | $4,916 | $15,467-68.2% | $13,208-62.8% | $19,030-74.2% |