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 | $79,548 | $104,937-24.2% | $84,628-6.0% | $152,897-48.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.54% | 373.88%-350.3pp | 258.80%-235.3pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,976 | $3,303-40.2% | $2,653-25.5% | $4,764-58.5% |
| Participant deferral / active EE | $6,903 | $4,690+47.2% | $3,900+77.0% | $5,851+18.0% |
| Admin fee / account holder | $1,897 | $6,243-69.6% | $4,914-61.4% | $11,599-83.6% |