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 | $72,530 | $115,917-37.4% | $100,535-27.9% | $158,982-54.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.61% | 34.80%-14.2pp | 30.90%-10.3pp | 302.99%-282.4pp |
| Employer contribution / active EE | $20,675 | $4,105+403.6% | $3,419+504.8% | $4,763+334.1% |
| Participant deferral / active EE | $8,767 | $6,677+31.3% | $6,271+39.8% | $5,983+46.5% |
| Admin fee / account holder | $537 | $11,002-95.1% | $8,085-93.4% | $11,252-95.2% |