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 | $77,067 | $111,830-31.1% | $93,696-17.7% | $145,884-47.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.46% | 204.08%-194.6pp | 133.74%-124.3pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,985 | $3,093-35.8% | $2,422-18.1% | $4,662-57.4% |
| Participant deferral / active EE | $1,946 | $4,920-60.5% | $4,417-55.9% | $6,690-70.9% |
| Admin fee / account holder | $1,033 | $10,249-89.9% | $8,287-87.5% | $13,392-92.3% |