Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $63,762 | $101,618-37.3% | $93,063-31.5% | $137,256-53.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.06% | 223.95%-205.9pp | 34.15%-16.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,443 | $2,707-46.7% | $2,476-41.7% | $4,156-65.3% |
| Participant deferral / active EE | $6,170 | $4,279+44.2% | $3,958+55.9% | $6,407-3.7% |
| Admin fee / account holder | $908 | $6,198-85.4% | $6,033-85.0% | $12,270-92.6% |