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 | $82,334 | $110,337-25.4% | $102,383-19.6% | $145,877-43.6% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 12.22% | 24.83%-12.6pp | 24.94%-12.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $9,729 | $4,216+130.8% | $3,870+151.4% | $4,663+108.6% |
| Participant deferral / active EE | $7,898 | $5,621+40.5% | $5,060+56.1% | $6,691+18.1% |
| Admin fee / account holder | $881 | $9,750-91.0% | $8,391-89.5% | $13,402-93.4% |