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 | $65,199 | $201,370-67.6% | $184,256-64.6% | $145,897-55.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.33% | 29.05%-10.7pp | 28.85%-10.5pp | 552.29%-534.0pp |
| Employer contribution / active EE | $4,419 | $7,024-37.1% | $6,427-31.3% | $4,663-5.2% |
| Participant deferral / active EE | $9,988 | $9,808+1.8% | $9,133+9.4% | $6,689+49.3% |
| Admin fee / account holder | $417 | $16,364-97.5% | $13,899-97.0% | $13,390-96.9% |