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 | $79,511 | $211,288-62.4% | $178,540-55.5% | $145,884-45.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.59% | 30.27%-14.7pp | 27.15%-11.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,807 | $4,574-16.8% | $3,953-3.7% | $4,662-18.4% |
| Participant deferral / active EE | $6,608 | $6,967-5.1% | $6,281+5.2% | $6,690-1.2% |
| Admin fee / account holder | $509 | $12,105-95.8% | $10,424-95.1% | $13,392-96.2% |