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 | $72,626 | $58,099+25.0% | $76,902-5.6% | $75,177-3.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.20% | 26.71%-7.5pp | 37.91%-18.7pp | 160.75%-141.5pp |
| Employer contribution / active EE | $3,526 | $1,996+76.7% | $2,534+39.1% | $2,671+32.0% |
| Participant deferral / active EE | $5,506 | $2,999+83.6% | $3,833+43.6% | $4,126+33.4% |
| Admin fee / account holder | $15,755 | $4,778+229.8% | $5,479+187.6% | $5,651+178.8% |