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 | $76,821 | $149,446-48.6% | $256,809-70.1% | $94,015-18.3% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 43.67% | 17.55%+26.1pp | 32.73%+10.9pp | 17.84%+25.8pp |
| Employer contribution / active EE | $2,982 | $4,596-35.1% | $7,263-58.9% | $2,790+6.9% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,754 | $24,035-84.4% | $25,146-85.1% | $8,951-58.1% |