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 | $68,505 | $87,106-21.4% | $105,607-35.1% | $80,935-15.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.72% | 17.01%-1.3pp | 116.11%-100.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $3,887 | $2,396+62.2% | $3,167+22.7% | $2,757+41.0% |
| Participant deferral / active EE | $9,753 | $3,986+144.7% | $5,011+94.6% | $4,299+126.8% |
| Admin fee / account holder | $17,697 | $8,447+109.5% | $10,958+61.5% | $6,924+155.6% |