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 | $73,630 | $78,670-6.4% | $109,173-32.6% | $85,847-14.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.89% | 25.09%-10.2pp | 25.75%-10.9pp | 318.61%-303.7pp |
| Employer contribution / active EE | $3,131 | $2,734+14.5% | $3,723-15.9% | $2,565+22.1% |
| Participant deferral / active EE | $7,189 | $3,467+107.3% | $4,654+54.5% | $3,952+81.9% |
| Admin fee / account holder | $1,841 | $5,469-66.3% | $6,755-72.7% | $6,261-70.6% |