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 | $75,294 | $176,786-57.4% | $146,643-48.7% | $167,536-55.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 39.09% | 24.04%+15.1pp | 22.75%+16.3pp | 478.82%-439.7pp |
| Employer contribution / active EE | $4,233 | $5,161-18.0% | $4,137+2.3% | $4,839-12.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,013 | $13,262-92.4% | $10,280-90.2% | $12,315-91.8% |