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 | $73,747 | $91,559-19.5% | $133,971-45.0% | $79,852-7.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.66% | 61.85%-46.2pp | 45.09%-29.4pp | 31.72%-16.1pp |
| Employer contribution / active EE | $4,118 | $2,384+72.8% | $3,919+5.1% | $2,471+66.7% |
| Participant deferral / active EE | $5,632 | $3,734+50.8% | $5,047+11.6% | $3,740+50.6% |
| Admin fee / account holder | $4,066 | $6,321-35.7% | $8,929-54.5% | $5,306-23.4% |