Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,526 | $111,535-31.4% | $105,223-27.3% | $137,256-44.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.18% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,980 | $3,939-24.4% | $3,689-19.2% | $4,156-28.3% |
| Participant deferral / active EE | $7,958 | $5,500+44.7% | $5,072+56.9% | $6,407+24.2% |
| Admin fee / account holder | $354 | $9,721-96.4% | $8,859-96.0% | $12,270-97.1% |