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 | $71,561 | $157,296-54.5% | $141,191-49.3% | $152,897-53.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.90% | 64.34%-42.4pp | 71.41%-49.5pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,378 | $5,262-54.8% | $4,736-49.8% | $4,764-50.1% |
| Participant deferral / active EE | $5,914 | $7,111-16.8% | $6,710-11.9% | $5,851+1.1% |
| Admin fee / account holder | $1,953 | $12,125-83.9% | $10,264-81.0% | $11,599-83.2% |