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 | $83,572 | $177,156-52.8% | $147,027-43.2% | $154,746-46.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.93% | 21.94%-5.0pp | 20.23%-3.3pp | 172.34%-155.4pp |
| Employer contribution / active EE | $4,202 | $4,336-3.1% | $3,626+15.9% | $4,379-4.1% |
| Participant deferral / active EE | $6,874 | $5,797+18.6% | $4,933+39.4% | $6,730+2.1% |
| Admin fee / account holder | $6,664 | $14,904-55.3% | $12,223-45.5% | $14,365-53.6% |