Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $66,441 | $155,555-57.3% | $146,866-54.8% | $155,188-57.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.01% | 115.41%-96.4pp | 102.85%-83.8pp | 148.84%-129.8pp |
| Employer contribution / active EE | $7,731 | $4,647+66.4% | $4,425+74.7% | $4,248+82.0% |
| Participant deferral / active EE | $19,215 | $8,044+138.9% | $7,759+147.6% | $6,531+194.2% |
| Admin fee / account holder | $346 | $14,755-97.7% | $13,620-97.5% | $14,480-97.6% |