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 | $67,093 | $135,956-50.7% | $123,894-45.8% | $273,972-75.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.45% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $5,420 | $5,170+4.8% | $4,617+17.4% | $4,869+11.3% |
| Participant deferral / active EE | $13,327 | $6,343+110.1% | $5,984+122.7% | $5,287+152.1% |
| Admin fee / account holder | $2,262 | $9,817-77.0% | $8,357-72.9% | $10,133-77.7% |