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 | $70,163 | $93,346-24.8% | $71,796-2.3% | $273,972-74.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.84% | 130.39%-126.5pp | 78.04%-74.2pp | 41.46%-37.6pp |
| Employer contribution / active EE | $3,453 | $2,733+26.3% | $1,924+79.4% | $4,869-29.1% |
| Participant deferral / active EE | $8,382 | $3,475+141.2% | $2,794+199.9% | $5,287+58.5% |
| Admin fee / account holder | $379 | $6,571-94.2% | $4,815-92.1% | $10,133-96.3% |