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 | $83,498 | $88,672-5.8% | $105,223-20.6% | $82,448+1.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.03% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $20,832 | $3,048+583.5% | $3,689+464.8% | $2,551+716.6% |
| Participant deferral / active EE | $2,905 | $4,036-28.0% | $5,072-42.7% | $4,139-29.8% |
| Admin fee / account holder | $15,810 | $7,146+121.2% | $8,859+78.5% | $7,234+118.5% |