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 | $77,941 | $93,598-16.7% | $135,974-42.7% | $75,173+3.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 32.43% | 30.89%+1.5pp | 68.30%-35.9pp | 160.72%-128.3pp |
| Employer contribution / active EE | $4,326 | $3,538+22.3% | $4,859-11.0% | $2,671+62.0% |
| Participant deferral / active EE | $9,938 | $6,405+55.1% | $7,760+28.1% | $4,126+140.8% |
| Admin fee / account holder | $637 | $6,978-90.9% | $10,767-94.1% | $5,651-88.7% |