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 | $67,763 | $94,749-28.5% | $112,899-40.0% | $139,456-51.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 31.68% | 40.92%-9.2pp | 34.11%-2.4pp | 373.45%-341.8pp |
| Employer contribution / active EE | $3,499 | $4,630-24.4% | $4,566-23.4% | $4,753-26.4% |
| Participant deferral / active EE | $6,290 | $6,517-3.5% | $6,516-3.5% | $6,711-6.3% |
| Admin fee / account holder | $3,736 | $8,530-56.2% | $7,047-47.0% | $11,407-67.3% |