Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $77,046 | $111,814-31.1% | $93,654-17.7% | $145,959-47.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.70% | 203.30%-194.6pp | 133.34%-124.6pp | 561.95%-553.3pp |
| Employer contribution / active EE | $2,627 | $3,092-15.0% | $2,421+8.5% | $4,661-43.6% |
| Participant deferral / active EE | $7,392 | $4,914+50.4% | $4,413+67.5% | $6,689+10.5% |
| Admin fee / account holder | $1,313 | $10,246-87.2% | $8,282-84.1% | $13,398-90.2% |