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 | $69,901 | $162,136-56.9% | $152,301-54.1% | $154,746-54.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 29.39% | 91.02%-61.6pp | 80.50%-51.1pp | 172.34%-142.9pp |
| Employer contribution / active EE | $3,801 | $4,890-22.3% | $4,624-17.8% | $4,379-13.2% |
| Participant deferral / active EE | $6,581 | $8,341-21.1% | $8,004-17.8% | $6,730-2.2% |
| Admin fee / account holder | $1,800 | $15,759-88.6% | $14,398-87.5% | $14,365-87.5% |