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 | $82,417 | $127,790-35.5% | $106,554-22.7% | $167,553-50.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.98% | 33.88%-16.9pp | 26.80%-9.8pp | 478.89%-461.9pp |
| Employer contribution / active EE | $3,416 | $3,427-0.3% | $2,819+21.1% | $4,840-29.4% |
| Participant deferral / active EE | $2,355 | $5,088-53.7% | $4,398-46.5% | $6,343-62.9% |
| Admin fee / account holder | $3,796 | $11,231-66.2% | $7,408-48.8% | $12,316-69.2% |