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 | $185,141-63.4% | $153,416-55.8% | $155,188-56.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 12.89% | 18.72%-5.8pp | 17.84%-4.9pp | 148.84%-135.9pp |
| Employer contribution / active EE | $9,762 | $4,489+117.5% | $3,764+159.4% | $4,248+129.8% |
| Participant deferral / active EE | $5,253 | $5,477-4.1% | $4,723+11.2% | $6,531-19.6% |
| Admin fee / account holder | $651 | $16,005-95.9% | $13,095-95.0% | $14,480-95.5% |