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 | $64,709 | $142,430-54.6% | $115,170-43.8% | $152,897-57.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 18.84% | 41.48%-22.6pp | 35.60%-16.8pp | 345.43%-326.6pp |
| Employer contribution / active EE | $4,391 | $4,011+9.5% | $3,179+38.1% | $4,764-7.8% |
| Participant deferral / active EE | $9,920 | $5,165+92.1% | $4,169+138.0% | $5,851+69.5% |
| Admin fee / account holder | $3,301 | $8,464-61.0% | $7,089-53.4% | $11,599-71.5% |