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 | $84,686 | $101,763-16.8% | $164,866-48.6% | $80,874+4.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.58% | 16.73%-5.1pp | 69.97%-58.4pp | 35.62%-24.0pp |
| Employer contribution / active EE | $5,923 | $2,954+100.5% | $4,343+36.4% | $2,756+115.0% |
| Participant deferral / active EE | $8,729 | $4,477+95.0% | $6,033+44.7% | $4,297+103.1% |
| Admin fee / account holder | $1,872 | $8,228-77.3% | $12,689-85.2% | $6,935-73.0% |