Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $76,053 | $117,895-35.5% | $102,460-25.8% | $145,897-47.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.04% | 31.92%-13.9pp | 29.47%-11.4pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,374 | $3,619-34.4% | $3,025-21.5% | $4,663-49.1% |
| Participant deferral / active EE | $7,520 | $5,736+31.1% | $5,056+48.7% | $6,689+12.4% |
| Admin fee / account holder | $4,485 | $13,353-66.4% | $9,460-52.6% | $13,390-66.5% |