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 | $68,320 | $181,062-62.3% | $158,223-56.8% | $155,188-56.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.66% | 57.39%-43.7pp | 52.09%-38.4pp | 148.84%-135.2pp |
| Employer contribution / active EE | $2,256 | $4,565-50.6% | $4,109-45.1% | $4,248-46.9% |
| Participant deferral / active EE | $6,569 | $6,134+7.1% | $5,467+20.2% | $6,531+0.6% |
| Admin fee / account holder | $510 | $18,825-97.3% | $16,047-96.8% | $14,480-96.5% |