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 | $76,014 | $93,346-18.6% | $71,796+5.9% | $273,972-72.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.20% | 130.39%-121.2pp | 78.04%-68.8pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,484 | $2,733-9.1% | $1,924+29.1% | $4,869-49.0% |
| Participant deferral / active EE | $2,512 | $3,475-27.7% | $2,794-10.1% | $5,287-52.5% |
| Admin fee / account holder | $899 | $6,571-86.3% | $4,815-81.3% | $10,133-91.1% |