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 | $79,657 | $228,352-65.1% | $185,835-57.1% | $158,966-49.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.47% | 40.81%-15.3pp | 35.96%-10.5pp | 302.95%-277.5pp |
| Employer contribution / active EE | $4,461 | $4,967-10.2% | $4,087+9.1% | $4,762-6.3% |
| Participant deferral / active EE | $1,344 | $6,416-79.1% | $5,633-76.1% | $5,983-77.5% |
| Admin fee / account holder | $22,979 | $11,867+93.6% | $9,502+141.8% | $11,250+104.3% |