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 | $65,209 | $162,136-59.8% | $152,301-57.2% | $154,746-57.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.60% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $13,094 | $4,890+167.8% | $4,624+183.2% | $4,379+199.0% |
| Participant deferral / active EE | $6,200 | $8,341-25.7% | $8,004-22.5% | $6,730-7.9% |
| Admin fee / account holder | $4,022 | $15,759-74.5% | $14,398-72.1% | $14,365-72.0% |