Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $70,556 | $71,873-1.8% | $86,698-18.6% | $68,490+3.0% |
| Participation rate | 96.3% | 72.2%+24.0pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | 30.20% | 3.54%+26.7pp | 35.96%-5.8pp | -7.85%+38.1pp |
| Employer contribution / active EE | $8,085 | $2,173+272.0% | $2,837+185.0% | $2,597+211.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,905 | $6,110-68.8% | $7,492-74.6% | $5,403-64.7% |