Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $75,182 | $108,922-31.0% | $100,398-25.1% | $145,978-48.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.05% | 58.04%-44.0pp | 49.32%-35.3pp | 550.52%-536.5pp |
| Employer contribution / active EE | $10,373 | $4,426+134.4% | $3,946+162.9% | $4,662+122.5% |
| Participant deferral / active EE | $18,367 | $8,450+117.4% | $8,084+127.2% | $6,690+174.6% |
| Admin fee / account holder | $4,488 | $9,680-53.6% | $7,893-43.1% | $13,400-66.5% |