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 | $69,026 | $157,276-56.1% | $141,177-51.1% | $152,885-54.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.49% | 64.33%-48.8pp | 71.40%-55.9pp | 345.39%-329.9pp |
| Employer contribution / active EE | $11,837 | $5,262+125.0% | $4,736+150.0% | $4,763+148.5% |
| Participant deferral / active EE | $6,282 | $7,110-11.6% | $6,710-6.4% | $5,851+7.4% |
| Admin fee / account holder | $3,671 | $12,123-69.7% | $10,263-64.2% | $11,598-68.4% |