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 | $79,826 | $166,089-51.9% | $164,928-51.6% | $145,978-45.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.75% | 100.26%-74.5pp | 70.08%-44.3pp | 550.52%-524.8pp |
| Employer contribution / active EE | $5,120 | $5,276-3.0% | $4,343+17.9% | $4,662+9.8% |
| Participant deferral / active EE | $7,331 | $6,961+5.3% | $6,034+21.5% | $6,690+9.6% |
| Admin fee / account holder | $1,488 | $16,641-91.1% | $12,684-88.3% | $13,400-88.9% |