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 | $114,389 | $157,304-27.3% | $141,197-19.0% | $152,909-25.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.61% | 64.34%-43.7pp | 71.41%-50.8pp | 345.46%-324.9pp |
| Employer contribution / active EE | $1,694 | $5,263-67.8% | $4,736-64.2% | $4,764-64.4% |
| Participant deferral / active EE | $2,785 | $7,111-60.8% | $6,710-58.5% | $5,851-52.4% |
| Admin fee / account holder | $26,137 | $12,126+115.5% | $10,265+154.6% | $11,601+125.3% |