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 | $77,837 | $107,421-27.5% | $182,262-57.3% | $94,015-17.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 15.13% | 21.32%-6.2pp | 140.60%-125.5pp | 17.84%-2.7pp |
| Employer contribution / active EE | $3,036 | $3,448-11.9% | $5,046-39.8% | $2,790+8.8% |
| Participant deferral / active EE | $7,924 | $6,558+20.8% | $8,276-4.3% | $4,249+86.5% |
| Admin fee / account holder | $5,341 | $8,692-38.6% | $16,712-68.0% | $8,951-40.3% |