Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $79,877 | $108,882-26.6% | $96,754-17.4% | $154,746-48.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.48% | 98.39%-80.9pp | 82.04%-64.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $3,141 | $3,018+4.1% | $2,679+17.2% | $4,379-28.3% |
| Participant deferral / active EE | $11,533 | $5,323+116.7% | $4,758+142.4% | $6,730+71.4% |
| Admin fee / account holder | $1,651 | $10,200-83.8% | $8,905-81.5% | $14,365-88.5% |