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 | $85,657 | $152,587-43.9% | $125,175-31.6% | $152,870-44.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.84% | 54.84%-32.0pp | 43.79%-21.0pp | 345.34%-322.5pp |
| Employer contribution / active EE | $2,624 | $4,946-46.9% | $3,865-32.1% | $4,763-44.9% |
| Participant deferral / active EE | $6,407 | $5,868+9.2% | $4,937+29.8% | $5,850+9.5% |
| Admin fee / account holder | $2,272 | $13,434-83.1% | $9,702-76.6% | $11,597-80.4% |