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 | $61,977 | $65,685-5.6% | $57,181+8.4% | $273,965-77.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.58% | 21.99%-15.4pp | 14.59%-8.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $6,354 | $3,279+93.8% | $2,682+136.9% | $4,869+30.5% |
| Participant deferral / active EE | $6,354 | $3,781+68.1% | $3,096+105.2% | $5,287+20.2% |
| Admin fee / account holder | $940 | $4,835-80.6% | $3,139-70.1% | $10,132-90.7% |