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 | $69,288 | $114,013-39.2% | $103,693-33.2% | $155,188-55.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.78% | 49.31%-36.5pp | 47.61%-34.8pp | 148.84%-136.1pp |
| Employer contribution / active EE | $2,330 | $3,131-25.6% | $2,920-20.2% | $4,248-45.1% |
| Participant deferral / active EE | $1,512 | $4,970-69.6% | $4,579-67.0% | $6,531-76.9% |
| Admin fee / account holder | $1,092 | $8,407-87.0% | $7,858-86.1% | $14,480-92.5% |