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 | $77,091 | $123,478-37.6% | $216,567-64.4% | $94,015-18.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 11.22% | 23.61%-12.4pp | 12.94%-1.7pp | 17.84%-6.6pp |
| Employer contribution / active EE | $12,457 | $3,136+297.3% | $5,216+138.8% | $2,790+346.5% |
| Participant deferral / active EE | $2,640 | $4,556-42.1% | $6,191-57.4% | $4,249-37.9% |
| Admin fee / account holder | $592 | $12,753-95.4% | $21,981-97.3% | $8,951-93.4% |