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 | $65,954 | $111,535-40.9% | $105,223-37.3% | $137,256-51.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.01% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,157 | $3,939-45.2% | $3,689-41.5% | $4,156-48.1% |
| Participant deferral / active EE | $12,915 | $5,500+134.8% | $5,072+154.7% | $6,407+101.6% |
| Admin fee / account holder | $1,583 | $9,721-83.7% | $8,859-82.1% | $12,270-87.1% |