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 | $88,048 | $106,280-17.2% | $96,538-8.8% | $139,487-36.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.79% | 38.48%-20.7pp | 35.74%-18.0pp | 373.84%-356.1pp |
| Employer contribution / active EE | $6,672 | $4,107+62.4% | $3,740+78.4% | $4,755+40.3% |
| Participant deferral / active EE | $5,778 | $5,457+5.9% | $4,880+18.4% | $6,713-13.9% |
| Admin fee / account holder | $952 | $7,888-87.9% | $6,737-85.9% | $11,407-91.7% |