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 | $76,953 | $185,312-58.5% | $161,489-52.3% | $154,746-50.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.07% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,520 | $4,769-68.1% | $4,268-64.4% | $4,379-65.3% |
| Participant deferral / active EE | $3,845 | $6,350-39.4% | $5,630-31.7% | $6,730-42.9% |
| Admin fee / account holder | $655 | $18,654-96.5% | $16,006-95.9% | $14,365-95.4% |