Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $76,109 | $102,609-25.8% | $98,090-22.4% | $138,895-45.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.76% | 36.44%-14.7pp | 37.05%-15.3pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,217 | $3,867-42.7% | $3,606-38.5% | $4,194-47.1% |
| Participant deferral / active EE | $13,180 | $8,167+61.4% | $7,845+68.0% | $6,396+106.1% |
| Admin fee / account holder | $377 | $11,434-96.7% | $11,815-96.8% | $12,562-97.0% |