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 | $74,945 | $162,821-54.0% | $133,978-44.1% | $158,982-52.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.25% | 41.95%-27.7pp | 45.10%-30.9pp | 302.99%-288.7pp |
| Employer contribution / active EE | $3,170 | $4,976-36.3% | $3,919-19.1% | $4,763-33.4% |
| Participant deferral / active EE | $5,546 | $5,910-6.2% | $5,047+9.9% | $5,983-7.3% |
| Admin fee / account holder | $377 | $11,742-96.8% | $8,930-95.8% | $11,252-96.6% |