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 | $79,567 | $77,908+2.1% | $149,696-46.8% | $75,173+5.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.16% | 31.73%-16.6pp | 134.46%-119.3pp | 160.72%-145.6pp |
| Employer contribution / active EE | $3,794 | $3,138+20.9% | $4,821-21.3% | $2,671+42.1% |
| Participant deferral / active EE | $3,842 | $3,411+12.6% | $5,682-32.4% | $4,126-6.9% |
| Admin fee / account holder | $3,979 | $5,950-33.1% | $13,212-69.9% | $5,651-29.6% |