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 | $77,754 | $86,938-10.6% | $102,423-24.1% | $80,925-3.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.70% | 18.89%-5.2pp | 29.42%-15.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $7,221 | $2,369+204.8% | $3,023+138.9% | $2,756+162.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $416 | $8,053-94.8% | $9,455-95.6% | $6,940-94.0% |