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 | $79,279 | $91,198-13.1% | $178,503-55.6% | $79,856-0.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.59% | 24.20%-12.6pp | 151.12%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $5,273 | $3,257+61.9% | $5,011+5.2% | $2,471+113.4% |
| Participant deferral / active EE | $4,583 | $3,237+41.6% | $5,202-11.9% | $3,741+22.5% |
| Admin fee / account holder | $1,192 | $6,748-82.3% | $13,987-91.5% | $5,306-77.5% |