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 | $62,557 | $98,776-36.7% | $149,745-58.2% | $79,856-21.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.80% | 27.38%-13.6pp | 276.72%-262.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,836 | $3,217-11.8% | $4,646-39.0% | $2,471+14.8% |
| Participant deferral / active EE | $5,557 | $5,681-2.2% | $6,843-18.8% | $3,741+48.6% |
| Admin fee / account holder | $6,730 | $6,053+11.2% | $9,312-27.7% | $5,306+26.8% |