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 | $82,882 | $53,841+53.9% | $75,731+9.4% | $85,851-3.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.30% | 24.54%-11.2pp | 104.65%-91.4pp | 318.63%-305.3pp |
| Employer contribution / active EE | $2,906 | $2,017+44.1% | $2,743+5.9% | $2,565+13.3% |
| Participant deferral / active EE | $5,656 | $2,895+95.4% | $3,820+48.1% | $3,952+43.1% |
| Admin fee / account holder | $7,168 | $3,340+114.6% | $3,620+98.0% | $6,261+14.5% |