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 | $67,943 | $228,352-70.2% | $185,835-63.4% | $158,966-57.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.14% | 40.81%-22.7pp | 35.96%-17.8pp | 302.95%-284.8pp |
| Employer contribution / active EE | $18,639 | $4,967+275.3% | $4,087+356.0% | $4,762+291.4% |
| Participant deferral / active EE | $18,453 | $6,416+187.6% | $5,633+227.6% | $5,983+208.4% |
| Admin fee / account holder | $737 | $11,867-93.8% | $9,502-92.2% | $11,250-93.4% |