Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,826 | $166,268-52.0% | $165,100-51.6% | $145,897-45.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.75% | 100.52%-74.8pp | 70.21%-44.5pp | 552.29%-526.5pp |
| Employer contribution / active EE | $5,120 | $5,284-3.1% | $4,348+17.8% | $4,663+9.8% |
| Participant deferral / active EE | $7,331 | $6,964+5.3% | $6,035+21.5% | $6,689+9.6% |
| Admin fee / account holder | $1,488 | $16,659-91.1% | $12,696-88.3% | $13,390-88.9% |