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 | $74,980 | $77,472-3.2% | $100,415-25.3% | $80,959-7.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 44.14% | 37.26%+6.9pp | 49.47%-5.3pp | 35.67%+8.5pp |
| Employer contribution / active EE | $3,746 | $2,800+33.8% | $3,943-5.0% | $2,757+35.9% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,714 | $5,885-70.9% | $7,906-78.3% | $6,925-75.2% |