Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $67,819 | $162,967-58.4% | $135,792-50.1% | $138,895-51.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 12.89% | 30.08%-17.2pp | 25.96%-13.1pp | 145.39%-132.5pp |
| Employer contribution / active EE | $9,762 | $4,211+131.8% | $3,496+179.3% | $4,194+132.8% |
| Participant deferral / active EE | $5,253 | $5,640-6.9% | $4,759+10.4% | $6,396-17.9% |
| Admin fee / account holder | $651 | $15,306-95.7% | $12,266-94.7% | $12,562-94.8% |