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 | $74,236 | $103,392-28.2% | $87,104-14.8% | $152,897-51.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.69% | 28.10%-7.4pp | 28.19%-7.5pp | 345.43%-324.7pp |
| Employer contribution / active EE | $13,761 | $3,221+327.2% | $2,521+445.8% | $4,764+188.9% |
| Participant deferral / active EE | $2,567 | $4,778-46.3% | $4,048-36.6% | $5,851-56.1% |
| Admin fee / account holder | $1,113 | $12,194-90.9% | $7,491-85.1% | $11,599-90.4% |