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 | $83,223 | $108,212-23.1% | $77,513+7.4% | $158,966-47.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.00% | 31.67%-16.7pp | 54.81%-39.8pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,276 | $1,325-3.7% | $987+29.3% | $4,762-73.2% |
| Participant deferral / active EE | $4,279 | $2,455+74.3% | $1,861+129.9% | $5,983-28.5% |
| Admin fee / account holder | $23,338 | $3,709+529.2% | $2,859+716.3% | $11,250+107.4% |