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 | $75,157 | $107,733-30.2% | $92,985-19.2% | $154,746-51.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 15.70% | 30.39%-14.7pp | 27.99%-12.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $4,750 | $3,126+51.9% | $2,662+78.4% | $4,379+8.5% |
| Participant deferral / active EE | $6,056 | $5,053+19.8% | $4,377+38.4% | $6,730-10.0% |
| Admin fee / account holder | $1,322 | $11,369-88.4% | $9,463-86.0% | $14,365-90.8% |