Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,632 | $172,111-53.2% | $150,298-46.4% | $137,256-41.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.29% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,643 | $4,636-43.0% | $4,154-36.4% | $4,156-36.4% |
| Participant deferral / active EE | $4,926 | $6,166-20.1% | $5,453-9.7% | $6,407-23.1% |
| Admin fee / account holder | $5,864 | $16,471-64.4% | $14,116-58.5% | $12,270-52.2% |