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 | $79,955 | $185,312-56.9% | $161,489-50.5% | $154,746-48.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.14% | 103.84%-92.7pp | 89.72%-78.6pp | 172.34%-161.2pp |
| Employer contribution / active EE | $3,308 | $4,769-30.6% | $4,268-22.5% | $4,379-24.5% |
| Participant deferral / active EE | $4,996 | $6,350-21.3% | $5,630-11.3% | $6,730-25.8% |
| Admin fee / account holder | $56,210 | $18,654+201.3% | $16,006+251.2% | $14,365+291.3% |