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 | $87,665 | $185,856-52.8% | $170,028-48.4% | $139,456-37.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 66.73% | 60.52%+6.2pp | 53.39%+13.3pp | 373.45%-306.7pp |
| Employer contribution / active EE | $10,189 | $7,593+34.2% | $6,788+50.1% | $4,753+114.4% |
| Participant deferral / active EE | $10,879 | $11,623-6.4% | $10,409+4.5% | $6,711+62.1% |
| Admin fee / account holder | $307 | $15,387-98.0% | $12,820-97.6% | $11,407-97.3% |