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 | $72,726 | $162,136-55.1% | $152,301-52.2% | $154,746-53.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.74% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $5,799 | $4,890+18.6% | $4,624+25.4% | $4,379+32.4% |
| Participant deferral / active EE | $4,410 | $8,341-47.1% | $8,004-44.9% | $6,730-34.5% |
| Admin fee / account holder | $1,927 | $15,759-87.8% | $14,398-86.6% | $14,365-86.6% |