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 | $82,930 | $111,535-25.6% | $105,223-21.2% | $137,256-39.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.86% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,334 | $3,939-40.8% | $3,689-36.7% | $4,156-43.8% |
| Participant deferral / active EE | $6,823 | $5,500+24.1% | $5,072+34.5% | $6,407+6.5% |
| Admin fee / account holder | $2,142 | $9,721-78.0% | $8,859-75.8% | $12,270-82.5% |