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 | $84,345 | $77,416+9.0% | $69,464+21.4% | $152,897-44.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.88% | 39.08%-33.2pp | 28.98%-23.1pp | 345.43%-339.6pp |
| Employer contribution / active EE | $2,136 | $3,315-35.6% | $2,779-23.1% | $4,764-55.2% |
| Participant deferral / active EE | $3,612 | $4,413-18.2% | $3,536+2.1% | $5,851-38.3% |
| Admin fee / account holder | $1,424 | $6,208-77.1% | $3,840-62.9% | $11,599-87.7% |