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 | $80,344 | $56,063+43.3% | $76,051+5.6% | $80,911-0.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 10.36% | 20.54%-10.2pp | 360.42%-350.1pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,636 | $1,874-12.7% | $2,690-39.2% | $2,756-40.6% |
| Participant deferral / active EE | $2,698 | $3,052-11.6% | $4,257-36.6% | $4,297-37.2% |
| Admin fee / account holder | $12,536 | $5,240+139.2% | $6,416+95.4% | $6,935+80.8% |