Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $60,025 | $209,336-71.3% | $197,124-69.5% | $137,256-56.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.77% | 48.09%-26.3pp | 44.34%-22.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $4,862 | $6,591-26.2% | $6,227-21.9% | $4,156+17.0% |
| Participant deferral / active EE | $9,285 | $9,614-3.4% | $9,135+1.6% | $6,407+44.9% |
| Admin fee / account holder | $896 | $17,308-94.8% | $16,298-94.5% | $12,270-92.7% |