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 | $78,507 | $183,516-57.2% | $155,534-49.5% | $145,884-46.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.10% | 61.43%-52.3pp | 64.92%-55.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $3,247 | $5,315-38.9% | $4,675-30.5% | $4,662-30.4% |
| Participant deferral / active EE | $6,167 | $6,467-4.6% | $5,630+9.5% | $6,690-7.8% |
| Admin fee / account holder | $10,409 | $19,293-46.0% | $15,900-34.5% | $13,392-22.3% |