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 | $67,219 | $148,629-54.8% | $135,982-50.6% | $139,487-51.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.71% | 79.33%-62.6pp | 68.32%-51.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $1,384 | $5,247-73.6% | $4,859-71.5% | $4,755-70.9% |
| Participant deferral / active EE | $5,346 | $8,102-34.0% | $7,760-31.1% | $6,713-20.4% |
| Admin fee / account holder | $6,067 | $12,406-51.1% | $10,767-43.7% | $11,407-46.8% |