Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,713 | $138,312-42.4% | $122,979-35.2% | $155,188-48.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 16.90% | 22.06%-5.2pp | 20.12%-3.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $12,594 | $3,530+256.7% | $3,062+311.2% | $4,248+196.5% |
| Participant deferral / active EE | $7,128 | $5,592+27.5% | $5,003+42.5% | $6,531+9.1% |
| Admin fee / account holder | $877 | $15,089-94.2% | $12,864-93.2% | $14,480-93.9% |