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 | $74,559 | $157,296-52.6% | $141,191-47.2% | $152,897-51.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.61% | 64.34%-43.7pp | 71.41%-50.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $2,115 | $5,262-59.8% | $4,736-55.3% | $4,764-55.6% |
| Participant deferral / active EE | $3,523 | $7,111-50.5% | $6,710-47.5% | $5,851-39.8% |
| Admin fee / account holder | $762 | $12,125-93.7% | $10,264-92.6% | $11,599-93.4% |