Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $79,760 | $201,370-60.4% | $184,256-56.7% | $145,897-45.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.03% | 29.05%-15.0pp | 28.85%-14.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $4,199 | $7,024-40.2% | $6,427-34.7% | $4,663-9.9% |
| Participant deferral / active EE | $10,732 | $9,808+9.4% | $9,133+17.5% | $6,689+60.4% |
| Admin fee / account holder | $4,754 | $16,364-70.9% | $13,899-65.8% | $13,390-64.5% |