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 | $74,990 | $87,733-14.5% | $106,554-29.6% | $85,851-12.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.69% | 21.86%-9.2pp | 26.80%-14.1pp | 318.63%-305.9pp |
| Employer contribution / active EE | $2,953 | $2,073+42.4% | $2,819+4.7% | $2,565+15.1% |
| Participant deferral / active EE | $5,209 | $3,469+50.2% | $4,398+18.4% | $3,952+31.8% |
| Admin fee / account holder | $1,899 | $6,767-71.9% | $7,408-74.4% | $6,261-69.7% |