Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $73,453 | $85,024-13.6% | $70,544+4.1% | $139,466-47.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 26.72% | 30.39%-3.7pp | 32.79%-6.1pp | 373.66%-346.9pp |
| Employer contribution / active EE | $11,077 | $3,912+183.2% | $2,976+272.3% | $4,754+133.0% |
| Participant deferral / active EE | $5,695 | $5,891-3.3% | $4,568+24.7% | $6,712-15.1% |
| Admin fee / account holder | $1,998 | $8,928-77.6% | $6,427-68.9% | $11,409-82.5% |