Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $79,207 | $110,410-28.3% | $102,437-22.7% | $145,897-45.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.06% | 24.85%-4.8pp | 24.95%-4.9pp | 552.29%-532.2pp |
| Employer contribution / active EE | $4,140 | $4,217-1.8% | $3,871+7.0% | $4,663-11.2% |
| Participant deferral / active EE | $11,373 | $5,622+102.3% | $5,060+124.8% | $6,689+70.0% |
| Admin fee / account holder | $2,356 | $9,745-75.8% | $8,388-71.9% | $13,390-82.4% |