Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $83,681 | $138,312-39.5% | $122,979-32.0% | $155,188-46.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.17% | 22.06%-4.9pp | 20.12%-2.9pp | 148.84%-131.7pp |
| Employer contribution / active EE | $6,388 | $3,530+80.9% | $3,062+108.6% | $4,248+50.4% |
| Participant deferral / active EE | $10,950 | $5,592+95.8% | $5,003+118.9% | $6,531+67.7% |
| Admin fee / account holder | $440 | $15,089-97.1% | $12,864-96.6% | $14,480-97.0% |