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 | $74,573 | $112,729-33.8% | $98,716-24.5% | $137,256-45.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.33% | 38.48%-24.1pp | 31.81%-17.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $8,293 | $2,725+204.3% | $2,279+263.9% | $4,156+99.5% |
| Participant deferral / active EE | $5,981 | $4,640+28.9% | $4,048+47.8% | $6,407-6.7% |
| Admin fee / account holder | $891 | $10,129-91.2% | $8,703-89.8% | $12,270-92.7% |