Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $76,420 | $201,370-62.1% | $184,256-58.5% | $145,897-47.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.05% | 29.05%-14.0pp | 28.85%-13.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $3,409 | $7,024-51.5% | $6,427-47.0% | $4,663-26.9% |
| Participant deferral / active EE | $17,204 | $9,808+75.4% | $9,133+88.4% | $6,689+157.2% |
| Admin fee / account holder | $3,258 | $16,364-80.1% | $13,899-76.6% | $13,390-75.7% |