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 | $81,432 | $110,278-26.2% | $95,740-14.9% | $139,466-41.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.83% | 27.19%-15.4pp | 28.41%-16.6pp | 373.66%-361.8pp |
| Employer contribution / active EE | $7,358 | $3,260+125.7% | $2,836+159.4% | $4,754+54.8% |
| Participant deferral / active EE | $12,063 | $4,674+158.1% | $4,244+184.3% | $6,712+79.7% |
| Admin fee / account holder | $4,311 | $6,613-34.8% | $5,676-24.1% | $11,409-62.2% |