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 | $77,509 | $69,248+11.9% | $64,101+20.9% | $139,466-44.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.22% | 45.95%-29.7pp | 33.72%-17.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $4,953 | $3,185+55.5% | $2,749+80.2% | $4,754+4.2% |
| Participant deferral / active EE | $8,505 | $4,682+81.6% | $3,881+119.1% | $6,712+26.7% |
| Admin fee / account holder | $2,339 | $4,247-44.9% | $3,070-23.8% | $11,409-79.5% |