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 | $66,474 | $108,922-39.0% | $100,398-33.8% | $145,978-54.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.98% | 58.04%-40.1pp | 49.32%-31.3pp | 550.52%-532.5pp |
| Employer contribution / active EE | $3,336 | $4,426-24.6% | $3,946-15.4% | $4,662-28.4% |
| Participant deferral / active EE | $8,170 | $8,450-3.3% | $8,084+1.1% | $6,690+22.1% |
| Admin fee / account holder | $6,704 | $9,680-30.7% | $7,893-15.1% | $13,400-50.0% |