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 | $75,513 | $135,956-44.5% | $123,894-39.1% | $273,972-72.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.89% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $16,139 | $5,170+212.2% | $4,617+249.6% | $4,869+231.5% |
| Participant deferral / active EE | $11,389 | $6,343+79.6% | $5,984+90.3% | $5,287+115.4% |
| Admin fee / account holder | $3,472 | $9,817-64.6% | $8,357-58.5% | $10,133-65.7% |