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 | $79,055 | $115,903-31.8% | $100,528-21.4% | $158,966-50.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.43% | 34.80%-18.4pp | 30.90%-14.5pp | 302.95%-286.5pp |
| Employer contribution / active EE | $3,883 | $4,105-5.4% | $3,419+13.6% | $4,762-18.5% |
| Participant deferral / active EE | $9,088 | $6,677+36.1% | $6,271+44.9% | $5,983+51.9% |
| Admin fee / account holder | $1,137 | $11,000-89.7% | $8,084-85.9% | $11,250-89.9% |