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 | $67,284 | $117,846-42.9% | $102,434-34.3% | $145,884-53.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.53% | 31.90%-22.4pp | 29.46%-19.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,362 | $3,615-34.6% | $3,023-21.9% | $4,662-49.3% |
| Participant deferral / active EE | $3,582 | $5,733-37.5% | $5,055-29.1% | $6,690-46.5% |
| Admin fee / account holder | $1,481 | $13,356-88.9% | $9,462-84.3% | $13,392-88.9% |