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 | $70,911 | $183,627-61.4% | $155,602-54.4% | $145,978-51.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.12% | 61.32%-45.2pp | 64.81%-48.7pp | 550.52%-534.4pp |
| Employer contribution / active EE | $4,739 | $5,316-10.9% | $4,675+1.4% | $4,662+1.7% |
| Participant deferral / active EE | $7,196 | $6,466+11.3% | $5,629+27.8% | $6,690+7.6% |
| Admin fee / account holder | $24,130 | $19,327+24.9% | $15,923+51.5% | $13,400+80.1% |