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 | $80,785 | $129,737-37.7% | $119,126-32.2% | $154,746-47.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.41% | 379.08%-360.7pp | 282.11%-263.7pp | 172.34%-153.9pp |
| Employer contribution / active EE | $4,016 | $4,375-8.2% | $4,034-0.4% | $4,379-8.3% |
| Participant deferral / active EE | $4,918 | $5,842-15.8% | $5,318-7.5% | $6,730-26.9% |
| Admin fee / account holder | $3,195 | $11,961-73.3% | $10,693-70.1% | $14,365-77.8% |