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 | $81,319 | $87,733-7.3% | $106,555-23.7% | $85,847-5.3% |
| Participation rate | 88.5% | 71.9%+16.6pp | 76.1%+12.4pp | 69.3%+19.2pp |
| Annual return | 14.77% | 21.86%-7.1pp | 26.80%-12.0pp | 318.61%-303.8pp |
| Employer contribution / active EE | $4,098 | $2,073+97.7% | $2,819+45.4% | $2,565+59.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,743 | $6,767+29.2% | $7,408+18.0% | $6,261+39.6% |