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 | $78,206 | $176,786-55.8% | $146,643-46.7% | $167,536-53.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.54% | 24.04%-11.5pp | 22.75%-10.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $15,067 | $5,161+191.9% | $4,137+264.2% | $4,839+211.4% |
| Participant deferral / active EE | $6,547 | $6,440+1.7% | $5,506+18.9% | $6,342+3.2% |
| Admin fee / account holder | $410 | $13,262-96.9% | $10,280-96.0% | $12,315-96.7% |