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 | $85,485 | $100,279-14.8% | $81,353+5.1% | $145,884-41.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.28% | 34.49%-21.2pp | 24.82%-11.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,925 | $2,979-35.4% | $2,464-21.9% | $4,662-58.7% |
| Participant deferral / active EE | $3,987 | $4,611-13.5% | $3,885+2.6% | $6,690-40.4% |
| Admin fee / account holder | $1,015 | $8,206-87.6% | $5,766-82.4% | $13,392-92.4% |