Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,861 | $115,903-45.8% | $100,528-37.5% | $158,966-60.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 27.95% | 34.80%-6.8pp | 30.90%-2.9pp | 302.95%-275.0pp |
| Employer contribution / active EE | $7,259 | $4,105+76.8% | $3,419+112.3% | $4,762+52.4% |
| Participant deferral / active EE | $24,072 | $6,677+260.5% | $6,271+283.8% | $5,983+302.3% |
| Admin fee / account holder | $2,837 | $11,000-74.2% | $8,084-64.9% | $11,250-74.8% |