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 | $78,036 | $103,038-24.3% | $90,324-13.6% | $152,909-49.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.40% | 95.25%-75.9pp | 78.15%-58.8pp | 345.46%-326.1pp |
| Employer contribution / active EE | $3,619 | $3,141+15.2% | $2,856+26.7% | $4,764-24.0% |
| Participant deferral / active EE | $6,164 | $4,282+44.0% | $3,885+58.6% | $5,851+5.3% |
| Admin fee / account holder | $438 | $6,177-92.9% | $5,356-91.8% | $11,601-96.2% |