Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $68,451 | $225,673-69.7% | $203,872-66.4% | $155,188-55.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 19.72% | 95.91%-76.2pp | 85.11%-65.4pp | 148.84%-129.1pp |
| Employer contribution / active EE | $2,445 | $4,099-40.4% | $3,757-34.9% | $4,248-42.4% |
| Participant deferral / active EE | $5,611 | $6,893-18.6% | $6,388-12.2% | $6,531-14.1% |
| Admin fee / account holder | $992 | $12,327-92.0% | $11,730-91.5% | $14,480-93.2% |