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 | $78,251 | $115,911-32.5% | $100,530-22.2% | $158,950-50.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.59% | 34.80%-26.2pp | 30.89%-22.3pp | 302.91%-294.3pp |
| Employer contribution / active EE | $3,554 | $4,104-13.4% | $3,418+4.0% | $4,762-25.4% |
| Participant deferral / active EE | $6,144 | $6,676-8.0% | $6,271-2.0% | $5,983+2.7% |
| Admin fee / account holder | $302 | $10,999-97.3% | $8,083-96.3% | $11,248-97.3% |