Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $85,617 | $212,386-59.7% | $199,883-57.2% | $138,895-38.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.50% | 47.75%-31.2pp | 43.81%-27.3pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,724 | $6,625-58.9% | $6,261-56.5% | $4,194-35.1% |
| Participant deferral / active EE | $16,649 | $9,617+73.1% | $9,138+82.2% | $6,396+160.3% |
| Admin fee / account holder | $1,127 | $18,233-93.8% | $17,268-93.5% | $12,562-91.0% |