Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $65,262 | $154,228-57.7% | $145,433-55.1% | $137,256-52.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.80% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $8,838 | $4,804+84.0% | $4,554+94.1% | $4,156+112.7% |
| Participant deferral / active EE | $14,884 | $8,216+81.1% | $7,897+88.5% | $6,407+132.3% |
| Admin fee / account holder | $12,928 | $14,344-9.9% | $13,129-1.5% | $12,270+5.4% |