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 | $54,482 | $46,534+17.1% | $64,097-15.0% | $75,177-27.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.70% | 26.07%-11.4pp | 33.75%-19.0pp | 160.75%-146.1pp |
| Employer contribution / active EE | $2,032 | $1,976+2.8% | $2,750-26.1% | $2,671-23.9% |
| Participant deferral / active EE | $867 | $2,835-69.4% | $3,881-77.7% | $4,126-79.0% |
| Admin fee / account holder | $4,406 | $2,957+49.0% | $3,070+43.5% | $5,651-22.0% |