Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $73,490 | $176,402-58.3% | $134,162-45.2% | $158,966-53.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.66% | 63.66%-46.0pp | 36.35%-18.7pp | 302.95%-285.3pp |
| Employer contribution / active EE | $1,399 | $5,042-72.3% | $3,705-62.2% | $4,762-70.6% |
| Participant deferral / active EE | $13,908 | $4,093+239.8% | $3,500+297.4% | $5,983+132.5% |
| Admin fee / account holder | $605 | $8,719-93.1% | $6,685-90.9% | $11,250-94.6% |