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 | $64,078 | $142,354-55.0% | $125,529-49.0% | $155,188-58.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 12.12% | 306.06%-293.9pp | 202.56%-190.4pp | 148.84%-136.7pp |
| Employer contribution / active EE | $2,281 | $3,501-34.8% | $3,058-25.4% | $4,248-46.3% |
| Participant deferral / active EE | $7,520 | $5,491+37.0% | $4,813+56.3% | $6,531+15.1% |
| Admin fee / account holder | $2,981 | $19,392-84.6% | $16,298-81.7% | $14,480-79.4% |