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 | $54,552 | $48,364+12.8% | $71,796-24.0% | $62,881-13.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 5.86% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,704 | $1,042+63.5% | $1,924-11.5% | $2,281-25.3% |
| Participant deferral / active EE | $4,573 | $2,091+118.6% | $2,794+63.6% | $3,203+42.8% |
| Admin fee / account holder | $4,105 | $3,771+8.9% | $4,815-14.7% | $4,296-4.4% |