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 | $84,545 | $117,846-28.3% | $102,434-17.5% | $145,884-42.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.38% | 31.90%-21.5pp | 29.46%-19.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $5,614 | $3,615+55.3% | $3,023+85.7% | $4,662+20.4% |
| Participant deferral / active EE | $5,092 | $5,733-11.2% | $5,055+0.7% | $6,690-23.9% |
| Admin fee / account holder | $4,221 | $13,356-68.4% | $9,462-55.4% | $13,392-68.5% |