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 | $73,049 | $183,627-60.2% | $155,602-53.1% | $145,978-50.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.20% | 61.32%-49.1pp | 64.81%-52.6pp | 550.52%-538.3pp |
| Employer contribution / active EE | $9,902 | $5,316+86.3% | $4,675+111.8% | $4,662+112.4% |
| Participant deferral / active EE | $6,692 | $6,466+3.5% | $5,629+18.9% | $6,6900% |
| Admin fee / account holder | $2,376 | $19,327-87.7% | $15,923-85.1% | $13,400-82.3% |