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 | $142,972-46.3% | $214,702-64.2% | $86,983-11.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 43.67% | 18.49%+25.2pp | 54.55%-10.9pp | 25.83%+17.8pp |
| Employer contribution / active EE | $2,982 | $4,635-35.7% | $6,461-53.8% | $2,584+15.4% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,754 | $17,617-78.7% | $19,830-81.1% | $7,856-52.2% |