Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $73,295 | $165,381-55.7% | $149,730-51.0% | $158,966-53.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.47% | 348.29%-321.8pp | 276.70%-250.2pp | 302.95%-276.5pp |
| Employer contribution / active EE | $4,758 | $5,104-6.8% | $4,645+2.4% | $4,762-0.1% |
| Participant deferral / active EE | $14,618 | $7,182+103.5% | $6,843+113.6% | $5,983+144.3% |
| Admin fee / account holder | $490 | $10,809-95.5% | $9,310-94.7% | $11,250-95.6% |