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 | $67,554 | $93,589-27.8% | $135,942-50.3% | $75,181-10.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.69% | 30.90%-11.2pp | 68.28%-48.6pp | 160.69%-141.0pp |
| Employer contribution / active EE | $3,720 | $3,537+5.2% | $4,858-23.4% | $2,671+39.3% |
| Participant deferral / active EE | $11,184 | $6,405+74.6% | $7,759+44.1% | $4,126+171.1% |
| Admin fee / account holder | $10,211 | $6,977+46.3% | $10,764-5.1% | $5,650+80.7% |