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 | $65,018 | $45,043+44.3% | $63,005+3.2% | $70,124-7.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 141.59% | 18.76%+122.8pp | 87.59%+54.0pp | 73.14%+68.4pp |
| Employer contribution / active EE | $4,680 | $2,052+128.1% | $2,760+69.6% | $2,342+99.8% |
| Participant deferral / active EE | $2,119 | $2,466-14.1% | $3,329-36.4% | $3,332-36.4% |
| Admin fee / account holder | $985 | $2,833-65.2% | $3,599-72.6% | $4,645-78.8% |