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 | $70,925 | $174,379-59.3% | $152,093-53.4% | $138,895-48.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.98% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $3,248 | $4,652-30.2% | $4,175-22.2% | $4,194-22.6% |
| Participant deferral / active EE | $7,395 | $6,159+20.1% | $5,451+35.6% | $6,396+15.6% |
| Admin fee / account holder | $45,969 | $16,880+172.3% | $14,497+217.1% | $12,562+265.9% |