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 | $64,410 | $106,280-39.4% | $96,538-33.3% | $139,487-53.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.77% | 38.48%-22.7pp | 35.74%-20.0pp | 373.84%-358.1pp |
| Employer contribution / active EE | $3,502 | $4,107-14.7% | $3,740-6.4% | $4,755-26.3% |
| Participant deferral / active EE | $7,290 | $5,457+33.6% | $4,880+49.4% | $6,713+8.6% |
| Admin fee / account holder | $29,864 | $7,888+278.6% | $6,737+343.3% | $11,407+161.8% |