Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $86,097 | $142,409-39.5% | $119,634-28.0% | $134,545-36.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 37.48% | -12.46%+49.9pp | -14.98%+52.5pp | 418.37%-380.9pp |
| Employer contribution / active EE | $3,133 | $5,224-40.0% | $4,232-26.0% | $4,742-33.9% |
| Participant deferral / active EE | $6,969 | $6,468+7.7% | $5,601+24.4% | $6,401+8.9% |
| Admin fee / account holder | $537 | $13,594-96.1% | $10,329-94.8% | $11,431-95.3% |