Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,015 | $104,694-35.0% | $85,709-20.6% | $167,536-59.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 21.17% | 21.45%-0.3pp | 21.49%-0.3pp | 478.82%-457.6pp |
| Employer contribution / active EE | $1,320 | $3,337-60.5% | $2,619-49.6% | $4,839-72.7% |
| Participant deferral / active EE | $10,660 | $4,826+120.9% | $3,924+171.7% | $6,342+68.1% |
| Admin fee / account holder | $440 | $10,035-95.6% | $6,876-93.6% | $12,315-96.4% |