Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,278 | $147,556-46.3% | $129,031-38.6% | $198,609-60.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 22.32% | 37.41%-15.1pp | 34.67%-12.3pp | 202.70%-180.4pp |
| Employer contribution / active EE | $5,279 | $3,645+44.8% | $3,226+63.6% | $5,055+4.4% |
| Participant deferral / active EE | $10,613 | $5,760+84.3% | $5,217+103.4% | $6,977+52.1% |
| Admin fee / account holder | $12,347 | $15,467-20.2% | $13,208-6.5% | $19,030-35.1% |