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 | $76,502 | $152,619-49.9% | $125,195-38.9% | $152,909-50.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.76% | 54.85%-36.1pp | 43.79%-25.0pp | 345.46%-326.7pp |
| Employer contribution / active EE | $5,782 | $4,947+16.9% | $3,866+49.5% | $4,764+21.4% |
| Participant deferral / active EE | $3,068 | $5,869-47.7% | $4,937-37.9% | $5,851-47.6% |
| Admin fee / account holder | $321 | $13,437-97.6% | $9,704-96.7% | $11,601-97.2% |