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 | $65,887 | $201,344-67.3% | $184,243-64.2% | $145,877-54.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.90% | 29.01%-11.1pp | 28.82%-10.9pp | 551.28%-533.4pp |
| Employer contribution / active EE | $4,861 | $7,022-30.8% | $6,427-24.4% | $4,663+4.2% |
| Participant deferral / active EE | $13,319 | $9,807+35.8% | $9,132+45.8% | $6,691+99.1% |
| Admin fee / account holder | $13,927 | $16,382-15.0% | $13,914+0.1% | $13,402+3.9% |