Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $90,595 | $162,136-44.1% | $152,301-40.5% | $154,746-41.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.69% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,810 | $4,890-63.0% | $4,624-60.9% | $4,379-58.7% |
| Participant deferral / active EE | $7,243 | $8,341-13.2% | $8,004-9.5% | $6,730+7.6% |
| Admin fee / account holder | $2,519 | $15,759-84.0% | $14,398-82.5% | $14,365-82.5% |