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 | $70,912 | $106,247-33.3% | $96,515-26.5% | $139,466-49.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.97% | 38.47%-25.5pp | 35.73%-22.8pp | 373.66%-360.7pp |
| Employer contribution / active EE | $4,428 | $4,106+7.9% | $3,740+18.4% | $4,754-6.9% |
| Participant deferral / active EE | $5,057 | $5,456-7.3% | $4,880+3.6% | $6,712-24.7% |
| Admin fee / account holder | $8,731 | $7,885+10.7% | $6,735+29.6% | $11,409-23.5% |