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 | $69,003 | $114,013-39.5% | $103,693-33.5% | $155,188-55.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.63% | 49.31%-32.7pp | 47.61%-31.0pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,697 | $3,131-45.8% | $2,920-41.9% | $4,248-60.1% |
| Participant deferral / active EE | $3,394 | $4,970-31.7% | $4,579-25.9% | $6,531-48.0% |
| Admin fee / account holder | $675 | $8,407-92.0% | $7,858-91.4% | $14,480-95.3% |