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 | $75,854 | $110,410-31.3% | $102,437-26.0% | $145,897-48.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.58% | 24.85%-5.3pp | 24.95%-5.4pp | 552.29%-532.7pp |
| Employer contribution / active EE | $5,016 | $4,217+18.9% | $3,871+29.6% | $4,663+7.6% |
| Participant deferral / active EE | $6,122 | $5,622+8.9% | $5,060+21.0% | $6,689-8.5% |
| Admin fee / account holder | $395 | $9,745-95.9% | $8,388-95.3% | $13,390-97.1% |