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 | $85,374 | $178,174-52.1% | $156,181-45.3% | $137,256-37.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 33.11% | 84.19%-51.1pp | 64.87%-31.8pp | 220.34%-187.2pp |
| Employer contribution / active EE | $2,086 | $4,972-58.0% | $4,294-51.4% | $4,156-49.8% |
| Participant deferral / active EE | $28,188 | $6,888+309.2% | $6,132+359.7% | $6,407+340.0% |
| Admin fee / account holder | $669 | $17,404-96.2% | $14,586-95.4% | $12,270-94.5% |