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 | $72,317 | $157,304-54.0% | $141,197-48.8% | $152,909-52.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.12% | 64.34%-42.2pp | 71.41%-49.3pp | 345.46%-323.3pp |
| Employer contribution / active EE | $3,141 | $5,263-40.3% | $4,736-33.7% | $4,764-34.1% |
| Participant deferral / active EE | $11,715 | $7,111+64.7% | $6,710+74.6% | $5,851+100.2% |
| Admin fee / account holder | $10,773 | $12,126-11.2% | $10,265+5.0% | $11,601-7.1% |