Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,410 | $196,972-69.8% | $182,262-67.4% | $198,609-70.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.38% | 158.27%-148.9pp | 140.60%-131.2pp | 202.70%-193.3pp |
| Employer contribution / active EE | $2,785 | $5,364-48.1% | $5,046-44.8% | $5,055-44.9% |
| Participant deferral / active EE | $9,971 | $8,643+15.4% | $8,276+20.5% | $6,977+42.9% |
| Admin fee / account holder | $24,164 | $18,429+31.1% | $16,712+44.6% | $19,030+27.0% |