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 | $85,070 | $89,259-4.7% | $107,187-20.6% | $82,637+2.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.56% | 21.02%-7.5pp | 204.55%-191.0pp | 53.51%-39.9pp |
| Employer contribution / active EE | $9,537 | $3,080+209.6% | $3,782+152.1% | $2,552+273.7% |
| Participant deferral / active EE | $2,764 | $4,037-31.6% | $5,096-45.8% | $4,126-33.0% |
| Admin fee / account holder | $7,578 | $7,381+2.7% | $9,162-17.3% | $7,339+3.3% |