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 | $74,861 | $154,209-51.5% | $130,062-42.4% | $139,487-46.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.61% | 32.52%-12.9pp | -137.37%+157.0pp | 373.84%-354.2pp |
| Employer contribution / active EE | $4,746 | $5,292-10.3% | $4,322+9.8% | $4,755-0.2% |
| Participant deferral / active EE | $5,482 | $6,709-18.3% | $5,821-5.8% | $6,713-18.3% |
| Admin fee / account holder | $18,895 | $13,988+35.1% | $10,601+78.2% | $11,407+65.6% |