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 | $69,088 | $157,296-56.1% | $141,191-51.1% | $152,897-54.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.98% | 64.34%-38.4pp | 71.41%-45.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $5,826 | $5,262+10.7% | $4,736+23.0% | $4,764+22.3% |
| Participant deferral / active EE | $5,131 | $7,111-27.8% | $6,710-23.5% | $5,851-12.3% |
| Admin fee / account holder | $1,351 | $12,125-88.9% | $10,264-86.8% | $11,599-88.4% |