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 | $79,073 | $93,617-15.5% | $135,982-41.9% | $75,177+5.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.21% | 30.89%-12.7pp | 68.32%-50.1pp | 160.75%-142.5pp |
| Employer contribution / active EE | $5,510 | $3,538+55.7% | $4,859+13.4% | $2,671+106.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,138 | $6,980-40.7% | $10,767-61.6% | $5,651-26.8% |