Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $75,296 | $185,883-59.5% | $170,043-55.7% | $139,466-46.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 22.16% | 60.54%-38.4pp | 53.40%-31.2pp | 373.66%-351.5pp |
| Employer contribution / active EE | $2,133 | $7,596-71.9% | $6,790-68.6% | $4,754-55.1% |
| Participant deferral / active EE | $14,405 | $11,626+23.9% | $10,410+38.4% | $6,712+114.6% |
| Admin fee / account holder | $698 | $15,393-95.5% | $12,824-94.6% | $11,409-93.9% |