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 | $83,515 | $165,399-49.5% | $149,745-44.2% | $158,982-47.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.30% | 348.34%-334.0pp | 276.72%-262.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $1,759 | $5,105-65.5% | $4,646-62.1% | $4,763-63.1% |
| Participant deferral / active EE | $3,102 | $7,183-56.8% | $6,843-54.7% | $5,983-48.2% |
| Admin fee / account holder | $5,186 | $10,811-52.0% | $9,312-44.3% | $11,252-53.9% |