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 | $68,850 | $178,174-61.4% | $156,181-55.9% | $137,256-49.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.39% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,929 | $4,972-41.1% | $4,294-31.8% | $4,156-29.5% |
| Participant deferral / active EE | $3,457 | $6,888-49.8% | $6,132-43.6% | $6,407-46.0% |
| Admin fee / account holder | $6,234 | $17,404-64.2% | $14,586-57.3% | $12,270-49.2% |