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 | $73,064 | $110,212-33.7% | $96,534-24.3% | $139,466-47.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.31% | 26.42%-6.1pp | 25.88%-5.6pp | 373.66%-353.4pp |
| Employer contribution / active EE | $3,759 | $3,620+3.8% | $2,965+26.7% | $4,754-20.9% |
| Participant deferral / active EE | $4,518 | $5,547-18.6% | $4,851-6.9% | $6,712-32.7% |
| Admin fee / account holder | $584 | $11,599-95.0% | $8,253-92.9% | $11,409-94.9% |