Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,389 | $108,882-37.2% | $96,754-29.3% | $154,746-55.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.10% | 98.39%-77.3pp | 82.04%-60.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $3,905 | $3,018+29.4% | $2,679+45.7% | $4,379-10.8% |
| Participant deferral / active EE | $10,634 | $5,323+99.8% | $4,758+123.5% | $6,730+58.0% |
| Admin fee / account holder | $953 | $10,200-90.7% | $8,905-89.3% | $14,365-93.4% |