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 | $78,524 | $88,672-11.4% | $105,223-25.4% | $82,448-4.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.89% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $24,939 | $3,048+718.2% | $3,689+576.1% | $2,551+877.6% |
| Participant deferral / active EE | $2,954 | $4,036-26.8% | $5,072-41.8% | $4,139-28.6% |
| Admin fee / account holder | $6,528 | $7,146-8.7% | $8,859-26.3% | $7,234-9.8% |