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 | $64,420 | $209,336-69.2% | $197,124-67.3% | $137,256-53.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.97% | 48.09%-29.1pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,897 | $6,591-56.0% | $6,227-53.5% | $4,156-30.3% |
| Participant deferral / active EE | $5,892 | $9,614-38.7% | $9,135-35.5% | $6,407-8.0% |
| Admin fee / account holder | $699 | $17,308-96.0% | $16,298-95.7% | $12,270-94.3% |