Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $79,045 | $85,060-7.1% | $70,565+12.0% | $139,487-43.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 11.01% | 30.39%-19.4pp | 32.79%-21.8pp | 373.84%-362.8pp |
| Employer contribution / active EE | $2,896 | $3,912-26.0% | $2,976-2.7% | $4,755-39.1% |
| Participant deferral / active EE | $6,767 | $5,891+14.9% | $4,568+48.1% | $6,713+0.8% |
| Admin fee / account holder | $5,371 | $8,932-39.9% | $6,430-16.5% | $11,407-52.9% |