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 | $70,172 | $135,956-48.4% | $123,894-43.4% | $273,972-74.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.74% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,585 | $5,170-50.0% | $4,617-44.0% | $4,869-46.9% |
| Participant deferral / active EE | $6,957 | $6,343+9.7% | $5,984+16.3% | $5,287+31.6% |
| Admin fee / account holder | $123,111 | $9,817+1154.0% | $8,357+1373.1% | $10,133+1115.0% |