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 | $76,462 | $227,399-66.4% | $189,758-59.7% | $198,609-61.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.22% | 61.03%-52.8pp | 52.62%-44.4pp | 202.70%-194.5pp |
| Employer contribution / active EE | $4,535 | $5,526-17.9% | $4,767-4.9% | $5,055-10.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $26,060 | $25,162+3.6% | $20,388+27.8% | $19,030+36.9% |