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 | $80,043 | $57,976+38.1% | $63,005+27.0% | $62,293+28.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.45% | 17.54%-5.1pp | 87.59%-75.1pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,756 | $2,415-27.3% | $2,760-36.4% | $2,042-14.0% |
| Participant deferral / active EE | $1,728 | $2,956-41.6% | $3,329-48.1% | $3,169-45.5% |
| Admin fee / account holder | $1,187 | $276+330.6% | $3,599-67.0% | $479+147.7% |