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 | $72,230 | $157,276-54.1% | $141,177-48.8% | $152,885-52.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.85% | 64.33%-46.5pp | 71.40%-53.5pp | 345.39%-327.5pp |
| Employer contribution / active EE | $1,863 | $5,262-64.6% | $4,736-60.7% | $4,763-60.9% |
| Participant deferral / active EE | $6,092 | $7,110-14.3% | $6,710-9.2% | $5,851+4.1% |
| Admin fee / account holder | $2,306 | $12,123-81.0% | $10,263-77.5% | $11,598-80.1% |