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 | $77,992 | $77,817+0.2% | $123,553-36.9% | $64,173+21.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 16.18% | 12.49%+3.7pp | 119.21%-103.0pp | 7.63%+8.5pp |
| Employer contribution / active EE | $4,149 | $3,014+37.7% | $4,628-10.4% | $2,381+74.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,802 | $5,519+5.1% | $9,284-37.5% | $4,887+18.7% |