Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $73,114 | $155,555-53.0% | $146,866-50.2% | $155,188-52.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.72% | 115.41%-101.7pp | 102.85%-89.1pp | 148.84%-135.1pp |
| Employer contribution / active EE | $2,232 | $4,647-52.0% | $4,425-49.6% | $4,248-47.5% |
| Participant deferral / active EE | $11,094 | $8,044+37.9% | $7,759+43.0% | $6,531+69.9% |
| Admin fee / account holder | $492 | $14,755-96.7% | $13,620-96.4% | $14,480-96.6% |