Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,640 | $152,619-46.5% | $125,195-34.8% | $152,909-46.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.74% | 54.85%-34.1pp | 43.79%-23.1pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,787 | $4,947-63.9% | $3,866-53.8% | $4,764-62.5% |
| Participant deferral / active EE | $9,663 | $5,869+64.7% | $4,937+95.7% | $5,851+65.1% |
| Admin fee / account holder | $6,594 | $13,437-50.9% | $9,704-32.0% | $11,601-43.2% |