Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $87,667 | $148,623-41.0% | $135,974-35.5% | $139,466-37.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.57% | 79.30%-63.7pp | 68.30%-52.7pp | 373.66%-358.1pp |
| Employer contribution / active EE | $13,454 | $5,246+156.4% | $4,859+176.9% | $4,754+183.0% |
| Participant deferral / active EE | $13,657 | $8,103+68.5% | $7,760+76.0% | $6,712+103.5% |
| Admin fee / account holder | $4,155 | $12,406-66.5% | $10,767-61.4% | $11,409-63.6% |