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 | $75,914 | $77,638-2.2% | $156,551-51.5% | $62,881+20.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.41% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,581 | $3,444-25.0% | $5,501-53.1% | $2,281+13.2% |
| Participant deferral / active EE | $4,831 | $3,046+58.6% | $4,871-0.8% | $3,203+50.8% |
| Admin fee / account holder | $1,581 | $5,561-71.6% | $13,028-87.9% | $4,296-63.2% |