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 | $71,021 | $104,251-31.9% | $91,004-22.0% | $147,586-51.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.99% | 27.06%-16.1pp | 4.60%+6.4pp | 578.59%-567.6pp |
| Employer contribution / active EE | $2,505 | $3,116-19.6% | $2,456+2.0% | $4,876-48.6% |
| Participant deferral / active EE | $4,953 | $4,195+18.1% | $3,548+39.6% | $5,439-8.9% |
| Admin fee / account holder | $1,037 | $8,948-88.4% | $5,417-80.9% | $10,886-90.5% |