Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $70,629 | $51,638+36.8% | $68,368+3.3% | $82,448-14.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 24.54% | 37.53%-13.0pp | 292.57%-268.0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $2,756 | $2,047+34.7% | $2,649+4.0% | $2,551+8.0% |
| Participant deferral / active EE | $5,531 | $2,914+89.8% | $4,123+34.2% | $4,139+33.6% |
| Admin fee / account holder | $508 | $4,643-89.1% | $5,150-90.1% | $7,234-93.0% |