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 | $79,915 | $176,786-54.8% | $146,643-45.5% | $167,536-52.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 39.32% | 24.04%+15.3pp | 22.75%+16.6pp | 478.82%-439.5pp |
| Employer contribution / active EE | $2,705 | $5,161-47.6% | $4,137-34.6% | $4,839-44.1% |
| Participant deferral / active EE | $7,085 | $6,440+10.0% | $5,506+28.7% | $6,342+11.7% |
| Admin fee / account holder | $891 | $13,262-93.3% | $10,280-91.3% | $12,315-92.8% |