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 | $78,737 | $84,236-6.5% | $170,435-53.8% | $70,126+12.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.63% | 23.06%-9.4pp | 205.94%-192.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $4,564 | $3,387+34.8% | $5,432-16.0% | $2,343+94.9% |
| Participant deferral / active EE | $4,165 | $3,086+35.0% | $4,939-15.7% | $3,332+25.0% |
| Admin fee / account holder | $2,195 | $5,698-61.5% | $13,881-84.2% | $4,645-52.7% |