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 | $80,185 | $78,423+2.2% | $95,964-16.4% | $79,856+0.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.53% | 19.37%-8.8pp | 91.64%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $4,852 | $1,945+149.4% | $2,541+90.9% | $2,471+96.3% |
| Participant deferral / active EE | $4,376 | $3,440+27.2% | $4,167+5.0% | $3,741+17.0% |
| Admin fee / account holder | $1,587 | $5,622-71.8% | $6,797-76.7% | $5,306-70.1% |