Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,733 | $148,629-46.4% | $135,982-41.4% | $139,487-42.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.55% | 79.33%-61.8pp | 68.32%-50.8pp | 373.84%-356.3pp |
| Employer contribution / active EE | $5,886 | $5,247+12.2% | $4,859+21.1% | $4,755+23.8% |
| Participant deferral / active EE | $16,044 | $8,102+98.0% | $7,760+106.8% | $6,713+139.0% |
| Admin fee / account holder | $1,418 | $12,406-88.6% | $10,767-86.8% | $11,407-87.6% |