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 | $78,515 | $98,766-20.5% | $149,730-47.6% | $79,852-1.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.94% | 27.43%-5.5pp | 276.70%-254.8pp | 31.72%-9.8pp |
| Employer contribution / active EE | $1,698 | $3,217-47.2% | $4,645-63.4% | $2,471-31.3% |
| Participant deferral / active EE | $5,653 | $5,681-0.5% | $6,843-17.4% | $3,740+51.1% |
| Admin fee / account holder | $12,955 | $6,052+114.1% | $9,310+39.1% | $5,306+144.1% |